BIA
Bigelow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,420
| Closed | -$213K | – | 151 |
|
|
2022
Q3 | $213K | Hold |
4,420
| – | – | 0.13% | 135 |
|
|
2022
Q2 | $221K | Sell |
4,420
-290
| -6% | -$14.5K | 0.12% | 133 |
|
|
2022
Q1 | $243K | Sell |
4,710
-290
| -6% | -$15K | 0.11% | 135 |
|
|
2021
Q4 | $275K | Hold |
5,000
| – | – | 0.13% | 126 |
|
|
2021
Q3 | $274K | Hold |
5,000
| – | – | 0.14% | 124 |
|
|
2021
Q2 | $277K | Hold |
5,000
| – | – | 0.13% | 122 |
|
|
2021
Q1 | $273K | Hold |
5,000
| – | – | 0.14% | 124 |
|
|
2020
Q4 | $276K | Buy |
5,000
+290
| +6% | +$16K | 0.15% | 125 |
|
|
2020
Q3 | $256K | Buy |
+4,710
| New | +$256K | 0.15% | 126 |
|