Berman Capital Advisors’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
2021
Q3
$681K Buy
12,447
+49
+0.4% +$2.68K 0.11% 103
2021
Q2
$685K Buy
12,398
+51
+0.4% +$2.82K 0.11% 93
2021
Q1
$674K Buy
12,347
+8,651
+234% +$472K 0.14% 76
2020
Q4
$203K Buy
3,696
+1,861
+101% +$102K 0.05% 165
2020
Q3
$99K Buy
+1,835
New +$99K 0.03% 230