Kathmere Capital Management’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
Q1 | – | Sell |
-3,519
| Closed | -$194K | – | 404 |
|
|
2020
Q4 | $194K | Buy |
3,519
+19
| +0.5% | +$1.05K | 0.04% | 129 |
|
|
2020
Q3 | $191K | Buy |
+3,500
| New | +$191K | 0.05% | 110 |
|
|
2020
Q2 | – | Sell |
-67,606
| Closed | -$3.58M | – | 125 |
|
|
2020
Q1 | $3.58M | Sell |
67,606
-40,970
| -38% | -$2.17M | 1.3% | 24 |
|
|
2019
Q4 | $5.81M | Buy |
+108,576
| New | +$5.81M | 2.07% | 18 |
|