BDO Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $789K | Buy |
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2023
Q1 | $790K | Hold |
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2022
Q4 | $772K | Sell |
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2022
Q3 | $1.48M | Sell |
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2022
Q2 | $1.74M | Hold |
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2022
Q1 | $1.8M | Sell |
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2021
Q4 | $1.97M | Sell |
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2021
Q3 | $2.02M | Sell |
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2021
Q2 | $2.54M | Buy |
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2021
Q1 | $2.5M | Sell |
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2020
Q4 | $2.69M | Sell |
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2020
Q3 | $2.66M | Sell |
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2020
Q2 | $2.68M | Sell |
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2020
Q1 | $3.21M | Buy |
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2019
Q4 | $3.05M | Buy |
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2019
Q3 | $2.88M | Hold |
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2019
Q2 | $2.85M | Buy |
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2019
Q1 | $2.42M | Sell |
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2018
Q4 | $2.82M | Buy |
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