YHB Investment Advisors’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
Q3 | $202K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $215K | Hold |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $571K | Sell |
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|
2022
Q2 | $922K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $2.36M | Sell |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $3.08M | Sell |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $2.22M | Buy |
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