Baldwin Wealth Partners’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
Q4 | – | Sell |
-5,465
| Closed | -$279K | – | 1011 |
|
|
2024
Q3 | $279K | Buy |
+5,465
| New | +$279K | 0.02% | 281 |
|
|
2024
Q2 | – | Sell |
-5,465
| Closed | -$277K | – | 824 |
|
|
2024
Q1 | $277K | Buy |
5,465
+885
| +19% | +$44.8K | 0.02% | 186 |
|
|
2023
Q4 | $234K | Hold |
4,580
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $220K | Hold |
4,580
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $230K | Hold |
4,580
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $232K | Buy |
+4,580
| New | +$232K | 0.02% | 225 |
|