Johnson Midwest Financial’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,276
| Closed | -$61 | – | 401 |
|
2022
Q3 | $61 | Hold |
1,276
| – | – | 0.23% | 72 |
|
2022
Q2 | $64K | Sell |
1,276
-245
| -16% | -$12.3K | 0.09% | 76 |
|
2022
Q1 | $78K | Sell |
1,521
-47
| -3% | -$2.41K | 0.11% | 65 |
|
2021
Q4 | $86K | Hold |
1,568
| – | – | 0.06% | 64 |
|
2021
Q3 | $86K | Hold |
1,568
| – | – | 0.07% | 66 |
|
2021
Q2 | $87K | Buy |
1,568
+245
| +19% | +$13.6K | 0.09% | 59 |
|
2021
Q1 | $72K | Hold |
1,323
| – | – | 0.08% | 67 |
|
2020
Q4 | $73K | Buy |
+1,323
| New | +$73K | 0.07% | 70 |
|