JWS
Juncture Wealth Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,596
| Closed | -$232K | – | 115 |
|
|
2018
Q3 | $232K | Sell |
4,596
-136
| -3% | -$6.87K | 0.12% | 103 |
|
|
2018
Q2 | $241K | Sell |
4,732
-106
| -2% | -$5.4K | 0.13% | 101 |
|
|
2018
Q1 | $246K | Buy |
4,838
+837
| +21% | +$42.6K | 0.14% | 84 |
|
|
2017
Q4 | $207K | Buy |
+4,001
| New | +$207K | 0.12% | 84 |
|