Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,508
| Closed | -$535K | – | 168 |
|
|
2023
Q4 | $535K | Buy |
10,508
+33
| +0.3% | +$1.68K | 0.1% | 92 |
|
|
2023
Q3 | $504K | Buy |
10,475
+557
| +6% | +$26.8K | 0.1% | 95 |
|
|
2023
Q2 | $500K | Buy |
9,918
+1,138
| +13% | +$57.4K | 0.1% | 99 |
|
|
2023
Q1 | $445K | Buy |
8,780
+3,125
| +55% | +$158K | 0.09% | 99 |
|
|
2022
Q4 | $280K | Sell |
5,655
-866
| -13% | -$42.9K | 0.06% | 164 |
|
|
2022
Q3 | $314K | Hold |
6,521
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $326K | Buy |
6,521
+253
| +4% | +$12.6K | 0.07% | 113 |
|
|
2022
Q1 | $323K | Buy |
6,268
+1,307
| +26% | +$67.4K | 0.06% | 121 |
|
|
2021
Q4 | $272K | Sell |
4,961
-10,003
| -67% | -$548K | 0.05% | 151 |
|
|
2021
Q3 | $820K | Buy |
14,964
+990
| +7% | +$54.3K | 0.16% | 85 |
|
|
2021
Q2 | $773K | Buy |
+13,974
| New | +$773K | 0.15% | 98 |
|