CWM
Cedar Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-477
| Closed | -$26K | – | 389 |
|
|
2021
Q4 | $26K | Sell |
477
-753
| -61% | -$41K | 0.01% | 230 |
|
|
2021
Q3 | $67K | Hold |
1,230
| – | – | 0.03% | 148 |
|
|
2021
Q2 | $68K | Buy |
1,230
+574
| +88% | +$31.7K | 0.03% | 155 |
|
|
2021
Q1 | $36K | Buy |
656
+314
| +92% | +$17.2K | 0.02% | 168 |
|
|
2020
Q4 | $19K | Hold |
342
| – | – | 0.01% | 174 |
|
|
2020
Q3 | $19K | Hold |
342
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $19K | Hold |
342
| – | – | 0.01% | 166 |
|
|
2020
Q1 | $18K | Sell |
342
-1,272
| -79% | -$66.9K | 0.01% | 170 |
|
|
2019
Q4 | $86K | Buy |
+1,614
| New | +$86K | 0.05% | 77 |
|