World Investment 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 | $3.4M | Buy |
69,329
+39,964
| +136% | +$1.96M | 0.08% | 271 |
|
|
2025
Q1 | $1.46M | Buy |
29,365
+6,584
| +29% | +$327K | 0.04% | 411 |
|
|
2024
Q4 | $1.14M | Sell |
22,781
-2,740
| -11% | -$137K | 0.03% | 443 |
|
|
2024
Q3 | $1.3M | Buy |
25,521
+1,618
| +7% | +$82.7K | 0.04% | 374 |
|
|
2024
Q2 | $1.2M | Buy |
23,903
+13,021
| +120% | +$652K | 0.07% | 247 |
|
|
2024
Q1 | $551K | Sell |
10,882
-8,242
| -43% | -$417K | 0.08% | 203 |
|
|
2023
Q4 | $976K | Sell |
19,124
-9,204
| -32% | -$470K | 0.13% | 146 |
|
|
2023
Q3 | $1.36M | Buy |
28,328
+4,928
| +21% | +$237K | 0.27% | 73 |
|
|
2023
Q2 | $1.18M | Buy |
23,400
+2,444
| +12% | +$123K | 0.23% | 79 |
|
|
2023
Q1 | $1.06M | Sell |
20,956
-3,712
| -15% | -$188K | 0.22% | 78 |
|
|
2022
Q4 | $1.22M | Sell |
24,668
-3,899
| -14% | -$193K | 0.28% | 66 |
|
|
2022
Q3 | $1.38M | Buy |
28,567
+2,347
| +9% | +$113K | 0.33% | 51 |
|
|
2022
Q2 | $1.34M | Buy |
26,220
+10,776
| +70% | +$552K | 0.28% | 56 |
|
|
2022
Q1 | $796K | Buy |
15,444
+141
| +0.9% | +$7.27K | 0.17% | 103 |
|
|
2021
Q4 | $815K | Sell |
15,303
-9,859
| -39% | -$525K | 0.17% | 105 |
|
|
2021
Q3 | $1.38M | Buy |
25,162
+7,493
| +42% | +$410K | 0.31% | 57 |
|
|
2021
Q2 | $977K | Buy |
17,669
+2,524
| +17% | +$140K | 0.22% | 75 |
|
|
2021
Q1 | $832K | Buy |
15,145
+2,405
| +19% | +$132K | 0.2% | 84 |
|
|
2020
Q4 | $707K | Buy |
12,740
+5,601
| +78% | +$311K | 0.18% | 93 |
|
|
2020
Q3 | $389K | Sell |
7,139
-232
| -3% | -$12.6K | 0.13% | 101 |
|
|
2020
Q2 | $405K | Sell |
7,371
-893
| -11% | -$49.1K | 0.14% | 97 |
|
|
2020
Q1 | $437K | Sell |
8,264
-1,751
| -17% | -$92.6K | 0.2% | 75 |
|
|
2019
Q4 | $536K | Sell |
10,015
-105
| -1% | -$5.62K | 0.21% | 69 |
|
|
2019
Q3 | $543K | Hold |
10,120
| – | – | 0.23% | 60 |
|
|
2019
Q2 | $542K | Hold |
10,120
| – | – | 0.24% | 58 |
|
|
2019
Q1 | $528K | Sell |
10,120
-288
| -3% | -$15K | 0.24% | 56 |
|
|
2018
Q4 | $535K | Buy |
+10,408
| New | +$535K | 0.24% | 67 |
|