White Lighthouse Investment Management’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 | $1.34M | Buy |
27,316
+1,115
| +4% | +$54.7K | 0.22% | 63 |
|
|
2025
Q1 | $1.3M | Sell |
26,201
-9,600
| -27% | -$476K | 0.23% | 58 |
|
|
2024
Q4 | $1.79M | Buy |
35,801
+500
| +1% | +$25.1K | 0.32% | 48 |
|
|
2024
Q3 | $1.8M | Buy |
35,301
+2,835
| +9% | +$145K | 0.32% | 47 |
|
|
2024
Q2 | $1.63M | Buy |
32,466
+4,868
| +18% | +$244K | 0.31% | 48 |
|
|
2024
Q1 | $1.4M | Buy |
27,598
+700
| +3% | +$35.4K | 0.28% | 54 |
|
|
2023
Q4 | $1.37M | Buy |
26,898
+2,050
| +8% | +$105K | 0.3% | 53 |
|
|
2023
Q3 | $1.2M | Buy |
24,848
+75
| +0.3% | +$3.61K | 0.29% | 56 |
|
|
2023
Q2 | $1.24M | Sell |
24,773
-110
| -0.4% | -$5.52K | 0.3% | 52 |
|
|
2023
Q1 | $1.26M | Buy |
24,883
+590
| +2% | +$29.9K | 0.32% | 53 |
|
|
2022
Q4 | $1.2M | Buy |
24,293
+7,083
| +41% | +$351K | 0.33% | 51 |
|
|
2022
Q3 | $828K | Buy |
17,210
+7,560
| +78% | +$364K | 0.24% | 61 |
|
|
2022
Q2 | $482K | Buy |
9,650
+1,852
| +24% | +$92.5K | 0.14% | 78 |
|
|
2022
Q1 | $402K | Sell |
7,798
-4,100
| -34% | -$211K | 0.1% | 84 |
|
|
2021
Q4 | $653K | Buy |
11,898
+248
| +2% | +$13.6K | 0.16% | 73 |
|
|
2021
Q3 | $638K | Buy |
11,650
+1,100
| +10% | +$60.2K | 0.17% | 72 |
|
|
2021
Q2 | $583K | Buy |
10,550
+5,050
| +92% | +$279K | 0.16% | 75 |
|
|
2021
Q1 | $301K | Buy |
5,500
+800
| +17% | +$43.8K | 0.09% | 92 |
|
|
2020
Q4 | $259K | Hold |
4,700
| – | – | 0.08% | 99 |
|
|
2020
Q3 | $256K | Hold |
4,700
| – | – | 0.09% | 104 |
|
|
2020
Q2 | $254K | Sell |
4,700
-1,000
| -18% | -$54K | 0.09% | 101 |
|
|
2020
Q1 | $302K | Hold |
5,700
| – | – | 0.13% | 94 |
|
|
2019
Q4 | $305K | Buy |
5,700
+1,300
| +30% | +$69.6K | 0.11% | 108 |
|
|
2019
Q3 | $236K | Hold |
4,400
| – | – | 0.1% | 121 |
|
|
2019
Q2 | $234K | Hold |
4,400
| – | – | 0.1% | 119 |
|
|
2019
Q1 | $229K | Sell |
4,400
-1,000
| -19% | -$52K | 0.11% | 110 |
|
|
2018
Q4 | $276K | Hold |
5,400
| – | – | 0.15% | 95 |
|
|
2018
Q3 | $273K | Sell |
5,400
-700
| -11% | -$35.4K | 0.14% | 97 |
|
|
2018
Q2 | $311K | Sell |
6,100
-71
| -1% | -$3.62K | 0.17% | 92 |
|
|
2018
Q1 | $314K | Buy |
6,171
+603
| +11% | +$30.7K | 0.18% | 92 |
|
|
2017
Q4 | $288K | Buy |
+5,568
| New | +$288K | 0.17% | 97 |
|