Accel Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-555
| Closed | -$29K | – | 1074 |
|
2022
Q1 | $29K | Hold |
555
| – | – | 0.02% | 479 |
|
2021
Q4 | $30K | Buy |
555
+90
| +19% | +$4.87K | 0.01% | 488 |
|
2021
Q3 | $25K | Hold |
465
| – | – | 0.02% | 458 |
|
2021
Q2 | $26K | Hold |
465
| – | – | 0.02% | 470 |
|
2021
Q1 | $25K | Hold |
465
| – | – | 0.02% | 448 |
|
2020
Q4 | $26K | Buy |
+465
| New | +$26K | 0.02% | 431 |
|