Edge Capital Group’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
Q4 | $434K | Buy |
+8,666
| New | +$434K | 0.02% | 221 |
|
|
2022
Q4 | – | Sell |
-19,040
| Closed | -$917K | – | 412 |
|
|
2022
Q3 | $917K | Sell |
19,040
-1,962
| -9% | -$94.5K | 0.08% | 137 |
|
|
2022
Q2 | $1.05M | Sell |
21,002
-1,796
| -8% | -$89.6K | 0.09% | 137 |
|
|
2022
Q1 | $1.18M | Buy |
22,798
+2,650
| +13% | +$137K | 0.08% | 138 |
|
|
2021
Q4 | $1.11M | Hold |
20,148
| – | – | 0.08% | 141 |
|
|
2021
Q3 | $1.1M | Sell |
20,148
-23
| -0.1% | -$1.26K | 0.09% | 136 |
|
|
2021
Q2 | $1.12M | Buy |
20,171
+876
| +5% | +$48.4K | 0.09% | 133 |
|
|
2021
Q1 | $1.05M | Sell |
19,295
-2,404
| -11% | -$131K | 0.09% | 130 |
|
|
2020
Q4 | $1.2M | Hold |
21,699
| – | – | 0.1% | 120 |
|
|
2020
Q3 | $1.18M | Sell |
21,699
-6,199
| -22% | -$337K | 0.12% | 110 |
|
|
2020
Q2 | $1.51M | Sell |
27,898
-7,905
| -22% | -$428K | 0.16% | 99 |
|
|
2020
Q1 | $1.89M | Sell |
35,803
-2,757
| -7% | -$146K | 0.23% | 81 |
|
|
2019
Q4 | $2.07M | Hold |
38,560
| – | – | 0.2% | 86 |
|
|
2019
Q3 | $2.07M | Sell |
38,560
-1,603
| -4% | -$86K | 0.21% | 86 |
|
|
2019
Q2 | $2.13M | Hold |
40,163
| – | – | 0.2% | 86 |
|
|
2019
Q1 | $2.1M | Sell |
40,163
-5
| -0% | -$261 | 0.21% | 87 |
|
|
2018
Q4 | $2.05M | Buy |
+40,168
| New | +$2.05M | 0.22% | 82 |
|