Clear Perspective Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.92M | Buy |
|
|||||
|
2021
Q3 | $5.69M | Buy |
|
|||||
|
2021
Q2 | $4.12M | Buy |
|
|||||
|
2021
Q1 | $1.11M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.13M | Sell |
|
|||||
|
2019
Q3 | $3.7M | Buy |
|
|||||
|
2019
Q2 | $1.84M | Buy |
|
|||||
|
2019
Q1 | $1.02M | Buy |
|
|||||
|
2018
Q4 | $304K | Buy |
|
|||||
|
2018
Q3 | $240K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $101K | Hold |
|
|||||
|
2016
Q4 | $101K | Buy |
|