BSW
Buckingham Strategic Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.19M | Sell |
83,546
-8,863
| -10% | -$444K | 0.04% | 159 |
|
|
2024
Q1 | $4.68M | Sell |
92,409
-3,450
| -4% | -$175K | 0.05% | 154 |
|
|
2023
Q4 | $4.89M | Sell |
95,859
-8,988
| -9% | -$459K | 0.06% | 142 |
|
|
2023
Q3 | $5.04M | Sell |
104,847
-11,984
| -10% | -$576K | 0.07% | 131 |
|
|
2023
Q2 | $5.87M | Sell |
116,831
-22,672
| -16% | -$1.14M | 0.08% | 122 |
|
|
2023
Q1 | $6.9M | Hold |
139,503
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $6.9M | Buy |
139,503
+4,181
| +3% | +$207K | 0.13% | 92 |
|
|
2022
Q3 | $6.51M | Buy |
135,322
+4,565
| +3% | +$220K | 0.13% | 86 |
|
|
2022
Q2 | $6.53M | Buy |
130,757
+50,392
| +63% | +$2.52M | 0.13% | 90 |
|
|
2022
Q1 | $4.14M | Buy |
80,365
+17,485
| +28% | +$901K | 0.08% | 120 |
|
|
2021
Q4 | $3.45M | Sell |
62,880
-80,416
| -56% | -$4.42M | 0.07% | 132 |
|
|
2021
Q3 | $7.85M | Buy |
143,296
+97,138
| +210% | +$5.32M | 0.16% | 71 |
|
|
2021
Q2 | $2.55M | Buy |
46,158
+18,800
| +69% | +$1.04M | 0.06% | 150 |
|
|
2021
Q1 | $1.5M | Buy |
27,358
+13,824
| +102% | +$755K | 0.07% | 189 |
|
|
2020
Q4 | $747K | Buy |
13,534
+9,670
| +250% | +$534K | 0.04% | 252 |
|
|
2020
Q3 | $210K | Buy |
+3,864
| New | +$210K | 0.02% | 449 |
|