YCG
Yeomans Consulting Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
105,796
+3,360
| +3% | +$164K | 2.14% | 16 |
|
|
2025
Q1 | $5.08M | Buy |
102,436
+6,612
| +7% | +$328K | 1.96% | 15 |
|
|
2024
Q4 | $4.8M | Buy |
95,824
+5,493
| +6% | +$275K | 1.8% | 14 |
|
|
2024
Q3 | $4.62M | Sell |
90,331
-874
| -1% | -$44.7K | 1.73% | 13 |
|
|
2024
Q2 | $4.57M | Buy |
91,205
+1,941
| +2% | +$97.3K | 1.77% | 12 |
|
|
2024
Q1 | $4.52M | Sell |
89,264
-165
| -0.2% | -$8.35K | 1.98% | 13 |
|
|
2023
Q4 | $4.57M | Buy |
+89,429
| New | +$4.57M | 2.27% | 12 |
|