Financial Planners of Cleveland’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
Q2
Sell
-167,953
Closed -$8.66M 52
2022
Q1
$8.66M Buy
167,953
+127,881
+319% +$6.59M 3.64% 11
2021
Q4
$2.18M Buy
+40,072
New +$2.18M 0.89% 14