Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $20.1K | Hold |
400
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $20.4K | Hold |
400
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $20K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $20.2K | Hold |
400
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $20.4K | Sell |
400
-273
| -41% | -$13.9K | 0.01% | 275 |
|
|
2023
Q3 | $32.4K | Hold |
673
| – | – | 0.02% | 228 |
|
|
2023
Q2 | $33.8K | Buy |
673
+273
| +68% | +$13.7K | 0.02% | 231 |
|
|
2023
Q1 | $20.3K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $19.8K | Buy |
+400
| New | +$19.8K | 0.01% | 268 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$22K | – | 589 |
|
|
2021
Q4 | $22K | Buy |
+400
| New | +$22K | 0.01% | 266 |
|