Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,035
| Closed | -$51.2K | – | 239 |
|
|
2022
Q4 | $51.2K | Buy |
+1,035
| New | +$51.2K | 0.03% | 78 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$1K | – | 240 |
|
|
2022
Q2 | $1K | Sell |
24
-255
| -91% | -$10.6K | ﹤0.01% | 210 |
|
|
2022
Q1 | $14K | Sell |
279
-43
| -13% | -$2.16K | 0.01% | 151 |
|
|
2021
Q4 | $18K | Sell |
322
-1,635
| -84% | -$91.4K | 0.01% | 150 |
|
|
2021
Q3 | $107K | Buy |
1,957
+1,245
| +175% | +$68.1K | 0.05% | 72 |
|
|
2021
Q2 | $39K | Hold |
712
| – | – | 0.02% | 107 |
|
|
2021
Q1 | $39K | Hold |
712
| – | – | 0.02% | 100 |
|
|
2020
Q4 | $39K | Buy |
+712
| New | +$39K | 0.02% | 95 |
|