AlphaQ Advisors’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
Q2 | – | Sell |
-11,237
| Closed | -$569K | – | 155 |
|
|
2024
Q1 | $569K | Sell |
11,237
-1,026
| -8% | -$51.9K | 0.34% | 72 |
|
|
2023
Q4 | $626K | Sell |
12,263
-2,998
| -20% | -$153K | 0.43% | 52 |
|
|
2023
Q3 | $734K | Sell |
15,261
-16,458
| -52% | -$792K | 0.64% | 42 |
|
|
2023
Q2 | $1.59M | Buy |
31,719
+24,922
| +367% | +$1.25M | 1.17% | 22 |
|
|
2023
Q1 | $344K | Buy |
6,797
+1,505
| +28% | +$76.2K | 0.29% | 99 |
|
|
2022
Q4 | $262K | Buy |
+5,292
| New | +$262K | 0.23% | 107 |
|