AGC
Aspen Grove Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,834
| Closed | -$723K | – | 214 |
|
|
2023
Q4 | $723K | Buy |
9,834
+2,750
| +39% | +$202K | 0.22% | 75 |
|
|
2023
Q3 | $341K | Hold |
7,084
| – | – | 0.13% | 109 |
|
|
2023
Q2 | $356K | Hold |
7,084
| – | – | 0.12% | 130 |
|
|
2023
Q1 | $359K | Hold |
7,084
| – | – | 0.16% | 105 |
|
|
2022
Q4 | $351K | Buy |
+7,084
| New | +$351K | 0.16% | 101 |
|