Johanson Financial Advisors’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 | $1.8M | Buy |
32,716
+1,718
| +6% | +$94.3K | 0.55% | 43 |
|
|
2021
Q3 | $1.7M | Buy |
30,998
+3,479
| +13% | +$191K | 0.58% | 41 |
|
|
2021
Q2 | $1.53M | Buy |
27,519
+9,794
| +55% | +$544K | 0.52% | 46 |
|
|
2021
Q1 | $974K | Buy |
17,725
+4,956
| +39% | +$272K | 0.36% | 61 |
|
|
2020
Q4 | $705K | Buy |
12,769
+3,242
| +34% | +$179K | 0.28% | 66 |
|
|
2020
Q3 | $516K | Buy |
9,527
+4,708
| +98% | +$255K | 0.23% | 72 |
|
|
2020
Q2 | $261K | Buy |
+4,819
| New | +$261K | 0.13% | 87 |
|