Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.6K | Buy |
375
+212
| +130% | +$10.5K | ﹤0.01% | 678 |
|
|
2022
Q3 | $8K | Sell |
163
-8,534
| -98% | -$419K | ﹤0.01% | 697 |
|
|
2022
Q2 | $434K | Hold |
8,697
| – | – | 0.14% | 107 |
|
|
2022
Q1 | $448K | Buy |
+8,697
| New | +$448K | 0.12% | 132 |
|
|
2021
Q3 | $81K | Hold |
1,483
| – | – | 0.03% | 378 |
|
|
2021
Q2 | $82K | Buy |
+1,483
| New | +$82K | 0.03% | 371 |
|