Kore Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-45
| Closed | -$2K | – | 1063 |
|
2020
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 1056 |
|
2020
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 941 |
|
2019
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 948 |
|
2019
Q1 | – | Sell |
-219
| Closed | -$11K | – | 988 |
|
2018
Q4 | $11K | Buy |
+219
| New | +$11K | ﹤0.01% | 562 |
|