Donaldson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,849
| Closed | -$378K | – | 233 |
|
|
2022
Q3 | $378K | Hold |
7,849
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $392K | Hold |
7,849
| – | – | 0.02% | 178 |
|
|
2022
Q1 | $405K | Sell |
7,849
-172
| -2% | -$8.88K | 0.02% | 198 |
|
|
2021
Q4 | $440K | Hold |
8,021
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $439K | Hold |
8,021
| – | – | 0.02% | 184 |
|
|
2021
Q2 | $444K | Sell |
8,021
-230
| -3% | -$12.7K | 0.02% | 192 |
|
|
2021
Q1 | $451K | Buy |
8,251
+50
| +0.6% | +$2.73K | 0.02% | 182 |
|
|
2020
Q4 | $453K | Sell |
8,201
-373
| -4% | -$20.6K | 0.03% | 173 |
|
|
2020
Q3 | $467K | Buy |
+8,574
| New | +$467K | 0.03% | 155 |
|