BWA
BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $789K | Buy |
15,720
+120
| +0.8% | +$6.03K | 0.09% | 148 |
|
|
2023
Q1 | $790K | Hold |
15,600
| – | – | 0.1% | 140 |
|
|
2022
Q4 | $772K | Sell |
15,600
-15,200
| -49% | -$752K | 0.1% | 141 |
|
|
2022
Q3 | $1.48M | Sell |
30,800
-4,058
| -12% | -$195K | 0.2% | 101 |
|
|
2022
Q2 | $1.74M | Hold |
34,858
| – | – | 0.21% | 89 |
|
|
2022
Q1 | $1.8M | Sell |
34,858
-950
| -3% | -$49K | 0.19% | 94 |
|
|
2021
Q4 | $1.97M | Sell |
35,808
-1,000
| -3% | -$54.9K | 0.21% | 86 |
|
|
2021
Q3 | $2.02M | Sell |
36,808
-9,122
| -20% | -$500K | 0.22% | 78 |
|
|
2021
Q2 | $2.54M | Buy |
45,930
+151
| +0.3% | +$8.35K | 0.28% | 67 |
|
|
2021
Q1 | $2.5M | Sell |
45,779
-3,060
| -6% | -$167K | 0.29% | 62 |
|
|
2020
Q4 | $2.7M | Sell |
48,839
-83
| -0.2% | -$4.58K | 0.38% | 47 |
|
|
2020
Q3 | $2.66M | Sell |
48,922
-589
| -1% | -$32.1K | 0.43% | 41 |
|
|
2020
Q2 | $2.68M | Sell |
49,511
-11,219
| -18% | -$608K | 0.47% | 43 |
|
|
2020
Q1 | $3.21M | Buy |
60,730
+3,740
| +7% | +$198K | 0.65% | 31 |
|
|
2019
Q4 | $3.05M | Buy |
56,990
+3,190
| +6% | +$171K | 0.79% | 27 |
|
|
2019
Q3 | $2.89M | Hold |
53,800
| – | – | 0.74% | 30 |
|
|
2019
Q2 | $2.86M | Buy |
53,800
+7,500
| +16% | +$398K | 0.78% | 29 |
|
|
2019
Q1 | $2.42M | Sell |
46,300
-8,864
| -16% | -$462K | 0.7% | 33 |
|
|
2018
Q4 | $2.82M | Buy |
+55,164
| New | +$2.82M | 0.97% | 24 |
|