GA
GoalVest Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-211
| Closed | -$10.7K | – | 434 |
|
|
2023
Q1 | $10.7K | Buy |
+211
| New | +$10.7K | 0.01% | 183 |
|
|
2022
Q4 | – | Sell |
-1,909
| Closed | -$92K | – | 277 |
|
|
2022
Q3 | $92K | Buy |
1,909
+542
| +40% | +$26.1K | 0.06% | 95 |
|
|
2022
Q2 | $69K | Sell |
1,367
-71
| -5% | -$3.58K | 0.04% | 152 |
|
|
2022
Q1 | $74K | Buy |
+1,438
| New | +$74K | 0.04% | 142 |
|
|
2021
Q2 | $178K | Buy |
3,223
+370
| +13% | +$20.4K | 0.11% | 119 |
|
|
2021
Q1 | $156K | Sell |
2,853
-251
| -8% | -$13.7K | 0.12% | 107 |
|
|
2020
Q4 | $171K | Buy |
+3,104
| New | +$171K | 0.14% | 91 |
|