Avaii 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
Q3 | – | Sell |
-11,334
| Closed | -$568K | – | 157 |
|
|
2024
Q2 | $568K | Buy |
11,334
+627
| +6% | +$31.4K | 0.31% | 55 |
|
|
2024
Q1 | $542K | Sell |
10,707
-461
| -4% | -$23.3K | 0.32% | 56 |
|
|
2023
Q4 | $570K | Sell |
11,168
-2,205
| -16% | -$113K | 0.37% | 60 |
|
|
2023
Q3 | $643K | Sell |
13,373
-1,132
| -8% | -$54.4K | 0.49% | 44 |
|
|
2023
Q2 | $728K | Sell |
14,505
-1,239
| -8% | -$62.2K | 0.56% | 40 |
|
|
2023
Q1 | $798K | Buy |
15,744
+4,880
| +45% | +$247K | 0.7% | 32 |
|
|
2022
Q4 | $538K | Buy |
10,864
+5,844
| +116% | +$289K | 0.48% | 51 |
|
|
2022
Q3 | $242K | Buy |
5,020
+601
| +14% | +$29K | 0.25% | 93 |
|
|
2022
Q2 | $220K | Sell |
4,419
-1,921
| -30% | -$95.6K | 0.24% | 97 |
|
|
2022
Q1 | $327K | Buy |
+6,340
| New | +$327K | 0.3% | 65 |
|