AWMG
Alliance Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,000
| Closed | -$253K | – | 58 |
|
|
2018
Q3 | $253K | Hold |
5,000
| – | – | 0.14% | 48 |
|
|
2018
Q2 | $255K | Hold |
5,000
| – | – | 0.15% | 51 |
|
|
2018
Q1 | $254K | Hold |
5,000
| – | – | 0.12% | 63 |
|
|
2017
Q4 | $258K | Sell |
5,000
-5,000
| -50% | -$258K | 0.13% | 63 |
|
|
2017
Q3 | $516K | Buy |
10,000
+5,000
| +100% | +$258K | 0.13% | 57 |
|
|
2017
Q2 | $257K | Sell |
5,000
-9,900
| -66% | -$509K | 0.14% | 56 |
|
|
2017
Q1 | $757K | Sell |
14,900
-3,986
| -21% | -$203K | 0.44% | 42 |
|
|
2016
Q4 | $949K | Buy |
+18,886
| New | +$949K | 0.7% | 15 |
|