AFS Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,086
| Closed | -$515K | – | 53 |
|
|
2023
Q4 | $515K | Sell |
10,086
-27,349
| -73% | -$1.4M | 0.48% | 32 |
|
|
2023
Q3 | $1.8M | Buy |
37,435
+500
| +1% | +$24.1K | 1.23% | 15 |
|
|
2023
Q2 | $1.85M | Buy |
36,935
+245
| +0.7% | +$12.3K | 1.2% | 15 |
|
|
2023
Q1 | $1.86M | Buy |
36,690
+154
| +0.4% | +$7.8K | 1.24% | 15 |
|
|
2022
Q4 | $1.81M | Buy |
+36,536
| New | +$1.81M | 1.29% | 15 |
|