Destination 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,797
| Closed | -$203K | – | 177 |
|
2019
Q4 | $203K | Buy |
+3,797
| New | +$203K | 0.01% | 155 |
|
2019
Q3 | – | Sell |
-2,463
| Closed | -$131K | – | 500 |
|
2019
Q2 | $131K | Buy |
+2,463
| New | +$131K | 0.01% | 158 |
|
2018
Q2 | – | Sell |
-7
| Closed | – | – | 657 |
|
2018
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 588 |
|