Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Hold |
666
| – | – | ﹤0.01% | 529 |
|
|
2025
Q1 | $33K | Buy |
666
+88
| +15% | +$4.37K | ﹤0.01% | 479 |
|
|
2024
Q4 | $29K | Hold |
578
| – | – | ﹤0.01% | 500 |
|
|
2024
Q3 | $29.5K | Buy |
578
+559
| +2,942% | +$28.6K | ﹤0.01% | 490 |
|
|
2024
Q2 | $952 | Hold |
19
| – | – | ﹤0.01% | 1007 |
|
|
2024
Q1 | $961 | Hold |
19
| – | – | ﹤0.01% | 969 |
|
|
2023
Q4 | $970 | Sell |
19
-458
| -96% | -$23.4K | ﹤0.01% | 960 |
|
|
2023
Q3 | $23K | Buy |
477
+3
| +0.6% | +$144 | ﹤0.01% | 457 |
|
|
2023
Q2 | $23.8K | Buy |
474
+22
| +5% | +$1.11K | ﹤0.01% | 434 |
|
|
2023
Q1 | $22.9K | Buy |
452
+2
| +0.4% | +$101 | ﹤0.01% | 435 |
|
|
2022
Q4 | $22.3K | Buy |
450
+4
| +0.9% | +$198 | ﹤0.01% | 419 |
|
|
2022
Q3 | $21K | Buy |
446
+2
| +0.5% | +$94 | ﹤0.01% | 424 |
|
|
2022
Q2 | $22K | Buy |
444
+2
| +0.5% | +$99 | ﹤0.01% | 405 |
|
|
2022
Q1 | $23K | Buy |
442
+1
| +0.2% | +$52 | ﹤0.01% | 364 |
|
|
2021
Q4 | $24K | Buy |
441
+3
| +0.7% | +$163 | ﹤0.01% | 348 |
|
|
2021
Q3 | $24K | Buy |
438
+41
| +10% | +$2.25K | ﹤0.01% | 337 |
|
|
2021
Q2 | $22K | Buy |
397
+1
| +0.3% | +$55 | ﹤0.01% | 334 |
|
|
2021
Q1 | $22K | Sell |
396
-6,677
| -94% | -$371K | ﹤0.01% | 314 |
|
|
2020
Q4 | $390K | Hold |
7,073
| – | – | 0.07% | 107 |
|
|
2020
Q3 | $385K | Buy |
7,073
+7,070
| +235,667% | +$385K | 0.09% | 108 |
|
|
2020
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 481 |
|