3Chopt Investment Partners’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
2023
Q3
Sell
-88,156
Closed -$4.43M 136
2023
Q2
$4.43M Buy
88,156
+10,776
+14% +$541K 2.22% 6
2023
Q1
$3.92M Sell
77,380
-27,620
-26% -$1.4M 2.09% 5
2022
Q4
$5.2M Buy
+105,000
New +$5.2M 2.84% 4