Wick Capital Partners’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 | $294K | Buy |
29,304
+24,279
| +483% | +$244K | 0.08% | 87 |
|
|
2025
Q1 | $249K | Sell |
5,025
-1,500
| -23% | -$74.4K | 0.07% | 93 |
|
|
2024
Q4 | $327K | Buy |
6,525
+605
| +10% | +$30.3K | 0.1% | 71 |
|
|
2024
Q3 | $303K | Hold |
5,920
| – | – | 0.1% | 63 |
|
|
2024
Q2 | $297K | Buy |
+5,920
| New | +$297K | 0.1% | 62 |
|
|
2024
Q1 | – | Sell |
-5,100
| Closed | -$260K | – | 68 |
|
|
2023
Q4 | $260K | Hold |
5,100
| – | – | 0.11% | 58 |
|
|
2023
Q3 | $245K | Buy |
+5,100
| New | +$245K | 0.14% | 57 |
|
|
2023
Q2 | – | Sell |
-5,100
| Closed | -$258K | – | 67 |
|
|
2023
Q1 | $258K | Buy |
+5,100
| New | +$258K | 0.15% | 54 |
|