Bison Wealth’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
Sell
-4,271
Closed -$236K 472
2021
Q2
$236K Sell
4,271
-7,265
-63% -$401K 0.1% 214
2021
Q1
$630K Buy
11,536
+4,410
+62% +$241K 0.27% 89
2020
Q4
$393K Buy
+7,126
New +$393K 0.18% 135