Westover Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85,994
| Closed | -$4.27M | – | 244 |
|
|
2025
Q1 | $4.27M | Sell |
85,994
-1,735
| -2% | -$86.1K | 0.95% | 25 |
|
|
2024
Q4 | $4.4M | Sell |
87,729
-80,751
| -48% | -$4.05M | 0.97% | 23 |
|
|
2024
Q3 | $8.61M | Buy |
168,480
+94,488
| +128% | +$4.83M | 1.66% | 15 |
|
|
2024
Q2 | $3.71M | Buy |
73,992
+7,758
| +12% | +$389K | 0.96% | 24 |
|
|
2024
Q1 | $3.35M | Buy |
66,234
+14,076
| +27% | +$712K | 0.98% | 26 |
|
|
2023
Q4 | $2.66M | Sell |
52,158
-215
| -0.4% | -$11K | 0.87% | 32 |
|
|
2023
Q3 | $2.52M | Buy |
52,373
+1,051
| +2% | +$50.6K | 0.91% | 31 |
|
|
2023
Q2 | $2.58M | Sell |
51,322
-339
| -0.7% | -$17K | 0.9% | 31 |
|
|
2023
Q1 | $2.62M | Buy |
51,661
+3,459
| +7% | +$175K | 0.97% | 31 |
|
|
2022
Q4 | $2.39M | Sell |
48,202
-1,221
| -2% | -$60.4K | 0.94% | 31 |
|
|
2022
Q3 | $2.38M | Buy |
49,423
+3,870
| +8% | +$186K | 0.91% | 35 |
|
|
2022
Q2 | $2.27M | Buy |
+45,553
| New | +$2.27M | 0.84% | 33 |
|