BWM
BerganKDV Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-827
| Closed | -$44K | – | 1008 |
|
|
2019
Q4 | $44K | Buy |
+827
| New | +$44K | 0.01% | 358 |
|
|
2018
Q4 | – | Sell |
-506
| Closed | -$26K | – | 718 |
|
|
2018
Q3 | $26K | Buy |
506
+2
| +0.4% | +$103 | 0.01% | 394 |
|
|
2018
Q2 | $26K | Buy |
+504
| New | +$26K | 0.01% | 394 |
|