Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,388
| Closed | -$933K | – | 153 |
|
|
2023
Q3 | $933K | Buy |
19,388
+2,000
| +12% | +$96.2K | 0.48% | 47 |
|
|
2023
Q2 | $873K | Buy |
17,388
+1,000
| +6% | +$50.2K | 0.45% | 51 |
|
|
2023
Q1 | $830K | Hold |
16,388
| – | – | 0.48% | 48 |
|
|
2022
Q4 | $811K | Sell |
16,388
-2,803
| -15% | -$139K | 0.5% | 46 |
|
|
2022
Q3 | $924K | Hold |
19,191
| – | – | 0.64% | 41 |
|
|
2022
Q2 | $958K | Hold |
19,191
| – | – | 0.65% | 39 |
|
|
2022
Q1 | $988K | Hold |
19,191
| – | – | 0.6% | 39 |
|
|
2021
Q4 | $1.02M | Buy |
+19,191
| New | +$1.02M | 0.65% | 36 |
|