Jaffetilchin Investment 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 | – | Hold |
0
| – | -$10 | – | 1292 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1342 |
|
|
2022
Q4 | – | Sell |
-5,694
| Closed | -$274K | – | 363 |
|
|
2022
Q3 | $274K | Sell |
5,694
-305
| -5% | -$14.7K | 0.04% | 265 |
|
|
2022
Q2 | $299K | Buy |
5,999
+7
| +0.1% | +$349 | 0.04% | 249 |
|
|
2022
Q1 | $296K | Sell |
5,992
-244
| -4% | -$12.1K | 0.03% | 265 |
|
|
2021
Q4 | $342K | Buy |
6,236
+29
| +0.5% | +$1.59K | 0.03% | 261 |
|
|
2021
Q3 | $340K | Sell |
6,207
-7,382
| -54% | -$404K | 0.04% | 257 |
|
|
2021
Q2 | $751K | Buy |
13,589
+7,427
| +121% | +$410K | 0.05% | 208 |
|
|
2021
Q1 | $337K | Sell |
6,162
-1,242
| -17% | -$67.9K | 0.04% | 253 |
|
|
2020
Q4 | $409K | Sell |
7,404
-820
| -10% | -$45.3K | 0.06% | 186 |
|
|
2020
Q3 | $448K | Buy |
8,224
+38
| +0.5% | +$2.07K | 0.08% | 139 |
|
|
2020
Q2 | $443K | Sell |
8,186
-5,730
| -41% | -$310K | 0.1% | 129 |
|
|
2020
Q1 | $736K | Buy |
13,916
+380
| +3% | +$20.1K | 0.26% | 59 |
|
|
2019
Q4 | $725K | Buy |
13,536
+1,665
| +14% | +$89.2K | 0.16% | 95 |
|
|
2019
Q3 | $637K | Buy |
11,871
+941
| +9% | +$50.5K | 0.15% | 94 |
|
|
2019
Q2 | $580K | Buy |
10,930
+406
| +4% | +$21.5K | 0.14% | 108 |
|
|
2019
Q1 | $549K | Buy |
10,524
+846
| +9% | +$44.1K | 0.12% | 147 |
|
|
2018
Q4 | $494K | Buy |
+9,678
| New | +$494K | 0.12% | 126 |
|