Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $866K | Buy |
+17,504
| New | +$866K | 0.32% | 26 |
|
|
2022
Q3 | – | Sell |
-18,177
| Closed | -$907K | – | 25 |
|
|
2022
Q2 | $907K | Buy |
18,177
+17,197
| +1,755% | +$858K | 0.3% | 27 |
|
|
2022
Q1 | $51K | Buy |
+980
| New | +$51K | 0.02% | 141 |
|
|
2021
Q4 | – | Sell |
-694
| Closed | -$38K | – | 233 |
|
|
2021
Q3 | $38K | Buy |
+694
| New | +$38K | 0.01% | 153 |
|