Compass Ion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $15M | Sell |
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|
2021
Q3 | $15.6M | Buy |
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|
2021
Q2 | $15.2M | Sell |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $27.2M | Buy |
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|
2020
Q3 | $695K | Sell |
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|
2020
Q2 | $5.77M | Buy |
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