YIA
YHB Investment Advisors’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 | – | Sell |
-4,036
| Closed | -$200K | – | 304 |
|
|
2025
Q1 | $200K | Buy |
+4,036
| New | +$200K | 0.02% | 289 |
|
|
2024
Q4 | – | Sell |
-4,415
| Closed | -$226K | – | 288 |
|
|
2024
Q3 | $226K | Hold |
4,415
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $221K | Buy |
4,415
+200
| +5% | +$10K | 0.02% | 265 |
|
|
2024
Q1 | $213K | Hold |
4,215
| – | – | 0.02% | 263 |
|
|
2023
Q4 | $215K | Hold |
4,215
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $203K | Buy |
4,215
+105
| +3% | +$5.05K | 0.02% | 263 |
|
|
2023
Q2 | $206K | Buy |
+4,110
| New | +$206K | 0.02% | 272 |
|
|
2023
Q1 | – | Sell |
-6,310
| Closed | -$312K | – | 291 |
|
|
2022
Q4 | $312K | Sell |
6,310
-5,555
| -47% | -$275K | 0.03% | 218 |
|
|
2022
Q3 | $571K | Sell |
11,865
-6,600
| -36% | -$318K | 0.06% | 179 |
|
|
2022
Q2 | $922K | Sell |
18,465
-7,500
| -29% | -$374K | 0.1% | 153 |
|
|
2022
Q1 | $1.34M | Sell |
25,965
-17,090
| -40% | -$881K | 0.12% | 142 |
|
|
2021
Q4 | $2.36M | Sell |
43,055
-5,770
| -12% | -$317K | 0.19% | 115 |
|
|
2021
Q3 | $2.67M | Sell |
48,825
-6,773
| -12% | -$371K | 0.23% | 108 |
|
|
2021
Q2 | $3.08M | Sell |
55,598
-451
| -0.8% | -$24.9K | 0.26% | 98 |
|
|
2021
Q1 | $3.09M | Buy |
56,049
+5,335
| +11% | +$294K | 0.27% | 95 |
|
|
2020
Q4 | $2.8M | Buy |
50,714
+9,905
| +24% | +$547K | 0.27% | 94 |
|
|
2020
Q3 | $2.22M | Buy |
+40,809
| New | +$2.22M | 0.24% | 98 |
|