Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $23.7K | Sell |
463
-7,292
| -94% | -$373K | ﹤0.01% | 522 |
|
|
2023
Q3 | $373K | Buy |
+7,755
| New | +$373K | 0.03% | 152 |
|
|
2023
Q1 | – | Sell |
-19,998
| Closed | -$990K | – | 1090 |
|
|
2022
Q4 | $990K | Buy |
19,998
+260
| +1% | +$12.9K | 0.09% | 99 |
|
|
2022
Q3 | $950K | Buy |
+19,738
| New | +$950K | 0.1% | 81 |
|
|
2022
Q1 | – | Sell |
-882
| Closed | -$48K | – | 956 |
|
|
2021
Q4 | $48K | Buy |
+882
| New | +$48K | ﹤0.01% | 332 |
|