Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $502K | Sell |
9,499
-521
| -5% | -$27.5K | 0.19% | 63 |
|
|
2019
Q4 | $536K | Sell |
10,020
-380
| -4% | -$20.3K | 0.19% | 66 |
|
|
2019
Q3 | $558K | Sell |
10,400
-136
| -1% | -$7.3K | 0.22% | 56 |
|
|
2019
Q2 | $559K | Sell |
10,536
-205
| -2% | -$10.9K | 0.24% | 53 |
|
|
2019
Q1 | $560K | Buy |
10,741
+1,332
| +14% | +$69.4K | 0.27% | 56 |
|
|
2018
Q4 | $480K | Buy |
9,409
+3,339
| +55% | +$170K | 0.26% | 52 |
|
|
2018
Q3 | $307K | Sell |
6,070
-1,322
| -18% | -$66.9K | 0.24% | 74 |
|
|
2018
Q2 | $376K | Buy |
7,392
+3,284
| +80% | +$167K | 0.34% | 57 |
|
|
2018
Q1 | $209K | Buy |
+4,108
| New | +$209K | 0.21% | 89 |
|