Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $861K | Buy |
15,684
+1,505
| +11% | +$82.6K | 0.17% | 95 |
|
|
2021
Q3 | $777K | Buy |
14,179
+4,479
| +46% | +$245K | 0.17% | 95 |
|
|
2021
Q2 | $536K | Hold |
9,700
| – | – | 0.12% | 116 |
|
|
2021
Q1 | $530K | Hold |
9,700
| – | – | 0.13% | 110 |
|
|
2020
Q4 | $535K | Buy |
9,700
+1,000
| +11% | +$55.2K | 0.14% | 105 |
|
|
2020
Q3 | $474K | Buy |
8,700
+240
| +3% | +$13.1K | 0.13% | 102 |
|
|
2020
Q2 | $458K | Buy |
8,460
+170
| +2% | +$9.2K | 0.13% | 102 |
|
|
2020
Q1 | $439K | Sell |
8,290
-2,278
| -22% | -$121K | 0.15% | 100 |
|
|
2019
Q4 | $566K | Hold |
10,568
| – | – | 0.17% | 98 |
|
|
2019
Q3 | $567K | Buy |
10,568
+1,000
| +10% | +$53.7K | 0.18% | 94 |
|
|
2019
Q2 | $508K | Buy |
9,568
+400
| +4% | +$21.2K | 0.16% | 97 |
|
|
2019
Q1 | $478K | Buy |
9,168
+3,943
| +75% | +$206K | 0.17% | 101 |
|
|
2018
Q4 | $267K | Buy |
+5,225
| New | +$267K | 0.11% | 126 |
|