JBJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.71M | Sell |
122,241
-29,682
| -20% | -$1.63M | 1.39% | 11 |
|
|
2021
Q3 | $8.32M | Sell |
151,923
-11,773
| -7% | -$645K | 1.73% | 12 |
|
|
2021
Q2 | $9.05M | Buy |
163,696
+38,764
| +31% | +$2.14M | 1.86% | 11 |
|
|
2021
Q1 | $6.83M | Buy |
124,932
+7,547
| +6% | +$412K | 1.49% | 12 |
|
|
2020
Q4 | $6.48M | Buy |
117,385
+30,360
| +35% | +$1.68M | 1.47% | 12 |
|
|
2020
Q3 | $4.74M | Buy |
87,025
+48,651
| +127% | +$2.65M | 1.24% | 12 |
|
|
2020
Q2 | $2.08M | Buy |
38,374
+3,425
| +10% | +$185K | 0.6% | 19 |
|
|
2020
Q1 | $1.85M | Buy |
+34,949
| New | +$1.85M | 0.66% | 18 |
|