Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $283K | Buy |
+5,880
| New | +$283K | 0.02% | 171 |
|
|
2022
Q2 | – | Sell |
-5,064
| Closed | -$261K | – | 253 |
|
|
2022
Q1 | $261K | Sell |
5,064
-2,975
| -37% | -$153K | 0.02% | 210 |
|
|
2021
Q4 | $441K | Buy |
8,039
+1,383
| +21% | +$75.9K | 0.03% | 154 |
|
|
2021
Q3 | $365K | Buy |
6,656
+1,367
| +26% | +$75K | 0.03% | 166 |
|
|
2021
Q2 | $293K | Buy |
5,289
+646
| +14% | +$35.8K | 0.02% | 181 |
|
|
2021
Q1 | $254K | Buy |
+4,643
| New | +$254K | 0.02% | 188 |
|