Zhang Financial’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 | $679K | Buy |
13,841
+224
| +2% | +$11K | 0.03% | 184 |
|
|
2025
Q1 | $676K | Buy |
13,617
+60
| +0.4% | +$2.98K | 0.04% | 188 |
|
|
2024
Q4 | $680K | Buy |
13,557
+119
| +0.9% | +$5.97K | 0.04% | 181 |
|
|
2024
Q3 | $687K | Buy |
13,438
+28
| +0.2% | +$1.43K | 0.04% | 176 |
|
|
2024
Q2 | $672K | Buy |
13,410
+3,610
| +37% | +$181K | 0.05% | 167 |
|
|
2024
Q1 | $496K | Buy |
+9,800
| New | +$496K | 0.04% | 191 |
|
|
2023
Q1 | – | Sell |
-5,599
| Closed | -$277K | – | 235 |
|
|
2022
Q4 | $277K | Buy |
5,599
+632
| +13% | +$31.3K | 0.04% | 193 |
|
|
2022
Q3 | $239K | Sell |
4,967
-43,296
| -90% | -$2.08M | 0.04% | 191 |
|
|
2022
Q2 | $2.41M | Sell |
48,263
-2,129
| -4% | -$106K | 0.39% | 44 |
|
|
2022
Q1 | $2.6M | Buy |
50,392
+5,336
| +12% | +$275K | 0.44% | 39 |
|
|
2021
Q4 | $2.47M | Hold |
45,056
| – | – | 0.44% | 39 |
|
|
2021
Q3 | $2.47M | Sell |
45,056
-356
| -0.8% | -$19.5K | 0.57% | 31 |
|
|
2021
Q2 | $2.51M | Buy |
45,412
+418
| +0.9% | +$23.1K | 0.62% | 28 |
|
|
2021
Q1 | $2.46M | Buy |
+44,994
| New | +$2.46M | 0.66% | 26 |
|