AWS
AJ Wealth Strategies’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
Q4 | – | Sell |
-18,411
| Closed | -$886K | – | 334 |
|
|
2022
Q3 | $886K | Sell |
18,411
-58,960
| -76% | -$2.84M | 0.05% | 136 |
|
|
2022
Q2 | $3.86M | Sell |
77,371
-7
| -0% | -$349 | 0.2% | 52 |
|
|
2022
Q1 | $3.99M | Buy |
+77,378
| New | +$3.99M | 0.2% | 67 |
|
|
2020
Q1 | – | Sell |
-4,222
| Closed | -$226K | – | 197 |
|
|
2019
Q4 | $226K | Buy |
4,222
+2
| +0% | +$107 | 0.03% | 110 |
|
|
2019
Q3 | $226K | Hold |
4,220
| – | – | 0.03% | 103 |
|
|
2019
Q2 | $224K | Hold |
4,220
| – | – | 0.03% | 91 |
|
|
2019
Q1 | $220K | Buy |
+4,220
| New | +$220K | 0.04% | 95 |
|