AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $11.9M | Buy |
216,059
+30,822
| +17% | +$1.7M | 0.78% | 31 |
|
|
2021
Q1 | $10.1M | Buy |
185,237
+39,012
| +27% | +$2.13M | 0.72% | 34 |
|
|
2020
Q4 | $8.07M | Buy |
146,225
+42,158
| +41% | +$2.33M | 0.62% | 33 |
|
|
2020
Q3 | $5.67M | Sell |
104,067
-52,952
| -34% | -$2.88M | 0.51% | 40 |
|
|
2020
Q2 | $8.5M | Buy |
157,019
+102,597
| +189% | +$5.55M | 0.93% | 27 |
|
|
2020
Q1 | $2.88M | Buy |
54,422
+6,437
| +13% | +$341K | 0.3% | 52 |
|
|
2019
Q4 | $2.57M | Buy |
47,985
+10,295
| +27% | +$551K | 0.22% | 52 |
|
|
2019
Q3 | $2.02M | Buy |
37,690
+15,690
| +71% | +$841K | 0.19% | 53 |
|
|
2019
Q2 | $1.17M | Buy |
+22,000
| New | +$1.17M | 0.11% | 62 |
|