Atlas Capital 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
Q3 | – | Sell |
-348
| Closed | -$17.4K | – | 963 |
|
|
2024
Q2 | $17.4K | Hold |
348
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $17.6K | Sell |
348
-161
| -32% | -$8.15K | ﹤0.01% | 677 |
|
|
2023
Q4 | $26K | Hold |
509
| – | – | ﹤0.01% | 664 |
|
|
2023
Q3 | $24.5K | Buy |
+509
| New | +$24.5K | ﹤0.01% | 619 |
|
|
2021
Q4 | – | Sell |
-264
| Closed | -$14.5K | – | 963 |
|
|
2021
Q3 | $14.5K | Buy |
+264
| New | +$14.5K | ﹤0.01% | 675 |
|
|
2019
Q2 | – | Sell |
-547
| Closed | -$28.5K | – | 677 |
|
|
2019
Q1 | $28.5K | Buy |
+547
| New | +$28.5K | 0.01% | 458 |
|
|
2018
Q2 | – | Sell |
-3,267
| Closed | -$166K | – | 568 |
|
|
2018
Q1 | $166K | Buy |
+3,267
| New | +$166K | 0.05% | 296 |
|