Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,871
| Closed | -$282K | – | 169 |
|
|
2023
Q3 | $282K | Hold |
5,871
| – | – | 0.04% | 118 |
|
|
2023
Q2 | $295K | Hold |
5,871
| – | – | 0.04% | 129 |
|
|
2023
Q1 | $297K | Hold |
5,871
| – | – | 0.04% | 124 |
|
|
2022
Q4 | $291K | Sell |
5,871
-1,175
| -17% | -$58.2K | 0.04% | 148 |
|
|
2022
Q3 | $339K | Buy |
7,046
+6,706
| +1,972% | +$323K | 0.06% | 122 |
|
|
2022
Q2 | $17K | Buy |
340
+1
| +0.3% | +$50 | ﹤0.01% | 322 |
|
|
2022
Q1 | $17K | Buy |
+339
| New | +$17K | ﹤0.01% | 304 |
|