Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48
| Closed | -$2.43K | – | 470 |
|
|
2024
Q1 | $2.43K | Buy |
48
+2
| +4% | +$101 | ﹤0.01% | 302 |
|
|
2023
Q4 | $2.3K | Sell |
46
-1
| -2% | -$50 | ﹤0.01% | 240 |
|
|
2023
Q3 | $2.28K | Hold |
47
| – | – | ﹤0.01% | 294 |
|
|
2023
Q2 | $2.36K | Hold |
47
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $2.36K | Buy |
47
+1
| +2% | +$50 | ﹤0.01% | 292 |
|
|
2022
Q4 | $2.3K | Sell |
46
-1,979
| -98% | -$98.9K | ﹤0.01% | 240 |
|
|
2022
Q3 | $97.5K | Sell |
2,025
-109
| -5% | -$5.25K | 0.02% | 82 |
|
|
2022
Q2 | $107K | Sell |
2,134
-2,696
| -56% | -$135K | 0.02% | 84 |
|
|
2022
Q1 | $249K | Sell |
4,830
-630
| -12% | -$32.5K | 0.04% | 54 |
|
|
2021
Q4 | $300K | Sell |
5,460
-1,641
| -23% | -$90.1K | 0.04% | 58 |
|
|
2021
Q3 | $389K | Buy |
7,101
+1,378
| +24% | +$75.5K | 0.05% | 51 |
|
|
2021
Q2 | $317K | Buy |
5,723
+1,052
| +23% | +$58.2K | 0.04% | 51 |
|
|
2021
Q1 | $255K | Buy |
+4,671
| New | +$255K | 0.04% | 50 |
|