Financial Advisors’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
Q1 | – | Sell |
-10,150
| Closed | -$557K | – | 91 |
|
|
2021
Q4 | $557K | Sell |
10,150
-183
| -2% | -$10K | 0.17% | 43 |
|
|
2021
Q3 | $566K | Hold |
10,333
| – | – | 0.19% | 39 |
|
|
2021
Q2 | $571K | Hold |
10,333
| – | – | 0.2% | 37 |
|
|
2021
Q1 | $565K | Hold |
10,333
| – | – | 0.23% | 34 |
|
|
2020
Q4 | $570K | Hold |
10,333
| – | – | 0.25% | 29 |
|
|
2020
Q3 | $563K | Hold |
10,333
| – | – | 0.3% | 28 |
|
|
2020
Q2 | $559K | Hold |
10,333
| – | – | 0.31% | 26 |
|
|
2020
Q1 | $547K | Hold |
10,333
| – | – | 0.37% | 23 |
|
|
2019
Q4 | $553K | Hold |
10,333
| – | – | 0.31% | 26 |
|
|
2019
Q3 | $554K | Hold |
10,333
| – | – | 0.34% | 26 |
|
|
2019
Q2 | $548K | Buy |
10,333
+497
| +5% | +$26.4K | 0.35% | 24 |
|
|
2019
Q1 | $513K | Sell |
9,836
-95
| -1% | -$4.96K | 0.35% | 27 |
|
|
2018
Q4 | $507K | Buy |
+9,931
| New | +$507K | 0.41% | 23 |
|