Whitegate Investment Counselors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.32M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $3.65M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $13.7M | Sell |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $9.73M | Buy |
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|
2020
Q3 | $7.01M | Buy |
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|
2020
Q2 | $6.51M | Sell |
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|
2020
Q1 | $6.58M | Sell |
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|
2019
Q4 | $6.96M | Buy |
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|
2019
Q3 | $6.41M | Sell |
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|
2019
Q2 | $6.73M | Buy |
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|
2019
Q1 | $6.48M | Sell |
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|
2018
Q4 | $6.78M | Sell |
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|
2018
Q3 | $7.26M | Buy |
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|
2018
Q2 | $5.84M | Buy |
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|
2018
Q1 | $5.44M | Buy |
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|
2017
Q4 | $4.07M | Buy |
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|
2017
Q3 | $2.86M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.01M | Buy |
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