IAG Wealth Partners’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 |
-254
| Closed | -$13K | – | 546 |
|
|
2024
Q3 | $13K | Buy |
+254
| New | +$13K | ﹤0.01% | 315 |
|
|
2023
Q3 | – | Sell |
-5,333
| Closed | -$268K | – | 479 |
|
|
2023
Q2 | $268K | Buy |
+5,333
| New | +$268K | 0.07% | 70 |
|
|
2021
Q4 | – | Sell |
-263
| Closed | -$15K | – | 433 |
|
|
2021
Q3 | $15K | Hold |
263
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $15K | Hold |
263
| – | – | 0.01% | 216 |
|
|
2021
Q1 | $15K | Hold |
263
| – | – | 0.01% | 217 |
|
|
2020
Q4 | $15K | Hold |
263
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $15K | Hold |
263
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $15K | Hold |
263
| – | – | 0.01% | 184 |
|
|
2020
Q1 | $14K | Buy |
+263
| New | +$14K | 0.01% | 172 |
|