Blue Barn 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-9,369
| Closed | -$451K | – | 136 |
|
2023
Q3 | $451K | Hold |
9,369
| – | – | 0.3% | 60 |
|
2023
Q2 | $471K | Hold |
9,369
| – | – | 0.31% | 57 |
|
2023
Q1 | $475K | Hold |
9,369
| – | – | 0.29% | 60 |
|
2022
Q4 | $464K | Sell |
9,369
-9,529
| -50% | -$472K | 0.31% | 55 |
|
2022
Q3 | $910K | Sell |
18,898
-1,782
| -9% | -$85.8K | 0.65% | 31 |
|
2022
Q2 | $1.03M | Buy |
20,680
+32
| +0.2% | +$1.6K | 0.79% | 28 |
|
2022
Q1 | $1.06M | Buy |
20,648
+1,905
| +10% | +$98.2K | 0.74% | 29 |
|
2021
Q4 | $1.03M | Sell |
18,743
-7,754
| -29% | -$426K | 0.7% | 32 |
|
2021
Q3 | $1.45M | Buy |
26,497
+1,051
| +4% | +$57.6K | 1.27% | 20 |
|
2021
Q2 | $1.41M | Buy |
+25,446
| New | +$1.41M | 1.44% | 21 |
|