Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,253
| Closed | -$290K | – | 339 |
|
|
2020
Q4 | $290K | Hold |
5,253
| – | – | 0.06% | 218 |
|
|
2020
Q3 | $286K | Sell |
5,253
-2,260
| -30% | -$123K | 0.08% | 173 |
|
|
2020
Q2 | $407K | Buy |
7,513
+243
| +3% | +$13.2K | 0.13% | 113 |
|
|
2020
Q1 | $385K | Buy |
7,270
+2,511
| +53% | +$133K | 0.15% | 109 |
|
|
2019
Q4 | $255K | Buy |
+4,759
| New | +$255K | 0.09% | 139 |
|