BCA
Bay Colony Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,364
| Closed | -$290K | – | 253 |
|
|
2019
Q4 | $290K | Sell |
5,364
-1,584
| -23% | -$85.6K | 0.19% | 179 |
|
|
2019
Q3 | $373K | Sell |
6,948
-59
| -0.8% | -$3.17K | 0.25% | 144 |
|
|
2019
Q2 | $372K | Hold |
7,007
| – | – | 0.24% | 117 |
|
|
2019
Q1 | $366K | Buy |
+7,007
| New | +$366K | 0.24% | 112 |
|
|
2018
Q3 | – | Sell |
-4,300
| Closed | -$219K | – | 889 |
|
|
2018
Q2 | $219K | Buy |
+4,300
| New | +$219K | 0.15% | 140 |
|