KA
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Klingman & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Klingman & Associates’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,017
Closed -$376K – 142
2019
Q4 		$376K Hold
7,017
– – 0.06% 90
2019
Q3 		$376K Hold
7,017
– – 0.07% 84
2019
Q2 		$372K Hold
7,017
– – 0.07% 85
2019
Q1 		$366K Buy
+7,017
New +$366K 0.07% 87