Gradient Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,788
| Closed | -$140K | – | 1282 |
|
|
2024
Q2 | $140K | Buy |
+2,788
| New | +$140K | ﹤0.01% | 360 |
|
|
2024
Q1 | – | Sell |
-3,850
| Closed | -$197K | – | 1838 |
|
|
2023
Q4 | $197K | Buy |
3,850
+188
| +5% | +$9.6K | ﹤0.01% | 339 |
|
|
2023
Q3 | $176K | Buy |
3,662
+2,673
| +270% | +$129K | ﹤0.01% | 334 |
|
|
2023
Q2 | $49.7K | Sell |
989
-212
| -18% | -$10.6K | ﹤0.01% | 507 |
|
|
2023
Q1 | $60.8K | Buy |
+1,201
| New | +$60.8K | ﹤0.01% | 464 |
|
|
2022
Q2 | – | Sell |
-206
| Closed | -$11K | – | 1389 |
|
|
2022
Q1 | $11K | Buy |
+206
| New | +$11K | ﹤0.01% | 759 |
|
|
2019
Q1 | – | Sell |
-316
| Closed | -$16K | – | 1013 |
|
|
2018
Q4 | $16K | Buy |
+316
| New | +$16K | ﹤0.01% | 496 |
|