EA
Elm Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.65M | Sell |
31,905
-7,490
| -19% | -$386K | 2.22% | 14 |
|
|
2021
Q4 | $2.16M | Hold |
39,395
| – | – | 1.2% | 20 |
|
|
2021
Q3 | $2.16M | Hold |
39,395
| – | – | 1.29% | 20 |
|
|
2021
Q2 | $2.18M | Sell |
39,395
-1,690
| -4% | -$93.5K | 1.28% | 20 |
|
|
2021
Q1 | $2.25M | Sell |
41,085
-7,660
| -16% | -$419K | 1.4% | 18 |
|
|
2020
Q4 | $2.69M | Buy |
48,745
+315
| +0.7% | +$17.4K | 1.64% | 17 |
|
|
2020
Q3 | $2.64M | Hold |
48,430
| – | – | 1.82% | 16 |
|
|
2020
Q2 | $2.62M | Sell |
48,430
-135
| -0.3% | -$7.31K | 1.85% | 16 |
|
|
2020
Q1 | $2.57M | Buy |
48,565
+220
| +0.5% | +$11.6K | 2.1% | 13 |
|
|
2019
Q4 | $2.59M | Buy |
48,345
+265
| +0.6% | +$14.2K | 1.63% | 15 |
|
|
2019
Q3 | $2.58M | Buy |
48,080
+380
| +0.8% | +$20.4K | 1.75% | 15 |
|
|
2019
Q2 | $2.53M | Buy |
47,700
+60
| +0.1% | +$3.18K | 1.73% | 14 |
|
|
2019
Q1 | $2.48M | Hold |
47,640
| – | – | 1.74% | 14 |
|
|
2018
Q4 | $2.43M | Buy |
+47,640
| New | +$2.43M | 1.96% | 13 |
|