Alpha Cubed Investments’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Buy |
9,288
+2,209
| +31% | +$108K | 0.02% | 192 |
|
2025
Q1 | $351K | Hold |
7,079
| – | – | 0.02% | 211 |
|
2024
Q4 | $355K | Buy |
7,079
+24
| +0.3% | +$1.2K | 0.02% | 189 |
|
2024
Q3 | $361K | Hold |
7,055
| – | – | 0.02% | 186 |
|
2024
Q2 | $354K | Sell |
7,055
-2,813
| -29% | -$141K | 0.02% | 187 |
|
2024
Q1 | $499K | Buy |
+9,868
| New | +$499K | 0.03% | 151 |
|