BHWM
VTEB icon

Bay Harbor Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bay Harbor Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,767
Closed -$91K – 211
2022
Q1 		$91K Hold
1,767
– – 0.04% 63
2021
Q4 		$95K Buy
1,767
+455
+35% +$24.9K 0.04% 60
2021
Q3 		$72K Buy
1,312
+364
+38% +$20.1K 0.03% 96
2021
Q2 		$52K Buy
948
+181
+24% +$9.97K 0.02% 128
2021
Q1 		$42K Hold
767
– – 0.02% 151
2020
Q4 		$42K Hold
767
– – 0.02% 172
2020
Q3 		$42K Hold
767
– – 0.02% 173
2020
Q2 		$42K Buy
767
+359
+88% +$19.1K 0.02% 168
2020
Q1 		$22K Buy
408
+221
+118% +$11.8K 0.01% 185
2019
Q4 		$10K Buy
+187
New +$10K 0.01% 230

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RJA
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AL
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OWM
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