Executive Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,600
| Closed | -$944K | – | 44 |
|
|
2022
Q3 | $944K | Hold |
19,600
| – | – | 0.81% | 24 |
|
|
2022
Q2 | $978K | Hold |
19,600
| – | – | 0.76% | 24 |
|
|
2022
Q1 | $1.01M | Hold |
19,600
| – | – | 0.66% | 25 |
|
|
2021
Q4 | $1.08M | Hold |
19,600
| – | – | 0.67% | 24 |
|
|
2021
Q3 | $1.07M | Buy |
+19,600
| New | +$1.07M | 0.66% | 24 |
|