Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $225K | Hold |
4,475
| – | – | 0.03% | 300 |
|
|
2023
Q1 | $227K | Buy |
+4,475
| New | +$227K | 0.04% | 295 |
|
|
2020
Q3 | – | Sell |
-332
| Closed | -$18K | – | 759 |
|
|
2020
Q2 | $18K | Hold |
332
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $18K | Hold |
332
| – | – | ﹤0.01% | 537 |
|
|
2019
Q4 | $18K | Hold |
332
| – | – | ﹤0.01% | 589 |
|
|
2019
Q3 | $18K | Hold |
332
| – | – | ﹤0.01% | 610 |
|
|
2019
Q2 | $18K | Hold |
332
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $17K | Hold |
332
| – | – | ﹤0.01% | 841 |
|
|
2018
Q4 | $17K | Hold |
332
| – | – | ﹤0.01% | 760 |
|
|
2018
Q3 | $17K | Hold |
332
| – | – | ﹤0.01% | 838 |
|
|
2018
Q2 | $17K | Buy |
+332
| New | +$17K | ﹤0.01% | 854 |
|