BBR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-48,143
| Closed | -$2.48M | – | 263 |
|
|
2022
Q1 | $2.48M | Buy |
+48,143
| New | +$2.48M | 0.23% | 54 |
|
|
2020
Q4 | – | Sell |
-6,300
| Closed | -$343K | – | 201 |
|
|
2020
Q3 | $343K | Sell |
6,300
-4,775
| -43% | -$260K | 0.03% | 136 |
|
|
2020
Q2 | $600K | Sell |
11,075
-960
| -8% | -$52K | 0.08% | 94 |
|
|
2020
Q1 | $637K | Buy |
+12,035
| New | +$637K | 0.09% | 77 |
|