Godshalk Welsh Capital Management’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
Q4 | – | Sell |
-5,472
| Closed | -$263K | – | 120 |
|
|
2023
Q3 | $263K | Sell |
5,472
-5,942
| -52% | -$286K | 0.2% | 103 |
|
|
2023
Q2 | $573K | Sell |
11,414
-2,643
| -19% | -$133K | 0.39% | 73 |
|
|
2023
Q1 | $712K | Buy |
14,057
+35
| +0.2% | +$1.77K | 0.5% | 68 |
|
|
2022
Q4 | $694K | Sell |
14,022
-12,627
| -47% | -$625K | 0.51% | 70 |
|
|
2022
Q3 | $1.28M | Buy |
26,649
+1,084
| +4% | +$52.2K | 0.95% | 43 |
|
|
2022
Q2 | $1.28M | Sell |
25,565
-1,792
| -7% | -$89.4K | 0.92% | 41 |
|
|
2022
Q1 | $1.41M | Sell |
27,357
-1,393
| -5% | -$71.8K | 0.87% | 44 |
|
|
2021
Q4 | $1.58M | Buy |
28,750
+2,784
| +11% | +$153K | 0.9% | 41 |
|
|
2021
Q3 | $1.42M | Buy |
25,966
+7,640
| +42% | +$418K | 0.89% | 41 |
|
|
2021
Q2 | $1.02M | Buy |
18,326
+11,326
| +162% | +$630K | 0.63% | 55 |
|
|
2021
Q1 | $383K | Buy |
7,000
+2,000
| +40% | +$109K | 0.27% | 90 |
|
|
2020
Q4 | $276K | Buy |
+5,000
| New | +$276K | 0.2% | 99 |
|