HBW Advisory Services’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 |
-8,356
| Closed | -$427K | – | 368 |
|
2024
Q1 | $427K | Hold |
8,356
| – | – | 0.08% | 187 |
|
2023
Q4 | $427K | Buy |
+8,356
| New | +$427K | 0.08% | 187 |
|
2023
Q3 | – | Sell |
-4,695
| Closed | -$236K | – | 338 |
|
2023
Q2 | $236K | Buy |
+4,695
| New | +$236K | 0.05% | 260 |
|
2023
Q1 | – | Sell |
-31,314
| Closed | -$1.55M | – | 294 |
|
2022
Q4 | $1.55M | Sell |
31,314
-1,696
| -5% | -$84K | 0.41% | 72 |
|
2022
Q3 | $1.59M | Buy |
33,010
+4,781
| +17% | +$230K | 0.44% | 67 |
|
2022
Q2 | $1.41M | Buy |
+28,229
| New | +$1.41M | 0.36% | 76 |
|