Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-966
| Closed | -$49K | – | 1215 |
|
|
2024
Q3 | $49K | Buy |
966
+121
| +14% | +$6.14K | 0.01% | 485 |
|
|
2024
Q2 | $42K | Buy |
845
+325
| +63% | +$16.2K | 0.01% | 513 |
|
|
2024
Q1 | $26.3K | Buy |
520
+3
| +0.6% | +$152 | 0.01% | 609 |
|
|
2023
Q4 | $26K | Buy |
517
+34
| +7% | +$1.71K | 0.01% | 583 |
|
|
2023
Q3 | $23.3K | Buy |
+483
| New | +$23.3K | 0.01% | 603 |
|
|
2023
Q1 | $24K | Buy |
+477
| New | +$24K | 0.01% | 608 |
|