ACM
AlphaStar Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Buy |
+4,170
| New | +$204K | 0.01% | 349 |
|
2024
Q4 | – | Sell |
-19,308
| Closed | -$987K | – | 381 |
|
2024
Q3 | $987K | Buy |
19,308
+12,778
| +196% | +$653K | 0.08% | 163 |
|
2024
Q2 | $327K | Buy |
+6,530
| New | +$327K | 0.03% | 236 |
|
2024
Q1 | – | Sell |
-14,964
| Closed | -$764K | – | 318 |
|
2023
Q4 | $764K | Buy |
+14,964
| New | +$764K | 0.07% | 137 |
|
2022
Q3 | – | Sell |
-4,600
| Closed | -$230K | – | 372 |
|
2022
Q2 | $230K | Buy |
+4,600
| New | +$230K | 0.02% | 306 |
|