EA
Evergreen 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
Q4 | – | Sell |
-9,391
| Closed | -$452K | – | 17 |
|
|
2022
Q3 | $452K | Hold |
9,391
| – | – | 0.19% | 10 |
|
|
2022
Q2 | $469K | Hold |
9,391
| – | – | 0.19% | 10 |
|
|
2022
Q1 | $484K | Buy |
+9,391
| New | +$484K | 0.17% | 10 |
|
|
2021
Q4 | – | Sell |
-4,699
| Closed | -$257K | – | 15 |
|
|
2021
Q3 | $257K | Hold |
4,699
| – | – | 0.09% | 14 |
|
|
2021
Q2 | $257K | Hold |
4,699
| – | – | 0.11% | 12 |
|
|
2021
Q1 | $257K | Hold |
4,699
| – | – | 0.1% | 13 |
|
|
2020
Q4 | $259K | Buy |
+4,699
| New | +$259K | 0.11% | 12 |
|