Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-163
| Closed | -$8.25K | – | 573 |
|
|
2024
Q1 | $8.25K | Sell |
163
-872
| -84% | -$44.1K | ﹤0.01% | 414 |
|
|
2023
Q4 | $52.8K | Sell |
1,035
-9,651
| -90% | -$493K | 0.02% | 240 |
|
|
2023
Q3 | $514K | Buy |
10,686
+548
| +5% | +$26.4K | 0.2% | 67 |
|
|
2023
Q2 | $509K | Buy |
10,138
+17
| +0.2% | +$854 | 0.19% | 75 |
|
|
2023
Q1 | $513K | Sell |
10,121
-1,408
| -12% | -$71.3K | 0.2% | 76 |
|
|
2022
Q4 | $571K | Buy |
11,529
+1,025
| +10% | +$50.7K | 0.23% | 72 |
|
|
2022
Q3 | $524K | Hold |
10,504
| – | – | 0.25% | 59 |
|
|
2022
Q2 | $524K | Sell |
10,504
-2,096
| -17% | -$105K | 0.22% | 71 |
|
|
2022
Q1 | $650K | Hold |
12,600
| – | – | 0.24% | 65 |
|
|
2021
Q4 | $692K | Buy |
12,600
+1,300
| +12% | +$71.4K | 0.27% | 53 |
|
|
2021
Q3 | $619K | Buy |
11,300
+500
| +5% | +$27.4K | 0.27% | 51 |
|
|
2021
Q2 | $597K | Hold |
10,800
| – | – | 0.26% | 57 |
|
|
2021
Q1 | $590K | Buy |
10,800
+9,000
| +500% | +$492K | 0.28% | 55 |
|
|
2020
Q4 | $99K | Buy |
+1,800
| New | +$99K | 0.05% | 155 |
|