DFPG Investments’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	$4.65M	Sell	91,153 -1,248	-1%	-$63.6K	0.36%	68
2023 Q3	$4.48M	Sell	92,401 -3,469	-4%	-$168K	0.42%	57
2023 Q2	$4.84M	Sell	95,870 -2,662	-3%	-$134K	0.44%	48
2023 Q1	$4.99M	Buy	98,532 +17,004	+21%	+$861K	0.54%	33
2022 Q4	$4.1M	Buy	+81,528	New	+$4.1M	0.68%	30