Ladenburg Thalmann Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $9.43M | Buy |
176,503
+25,743
| +17% | +$1.38M | 0.06% | 308 |
|
2019
Q3 | $8.08M | Buy |
150,760
+2,321
| +2% | +$124K | 0.06% | 331 |
|
2019
Q2 | $7.87M | Buy |
148,439
+39,634
| +36% | +$2.1M | 0.06% | 325 |
|
2019
Q1 | $5.68M | Buy |
108,805
+21,625
| +25% | +$1.13M | 0.04% | 401 |
|
2018
Q4 | $4.44M | Buy |
87,180
+41,294
| +90% | +$2.1M | 0.04% | 406 |
|
2018
Q3 | $2.32M | Buy |
45,886
+14,655
| +47% | +$740K | 0.02% | 660 |
|
2018
Q2 | $1.59M | Hold |
31,231
| – | – | 0.01% | 795 |
|
2018
Q1 | $1.59M | Buy |
31,231
+4,965
| +19% | +$252K | 0.01% | 795 |
|
2017
Q4 | $1.36M | Sell |
26,266
-14,209
| -35% | -$734K | 0.01% | 889 |
|
2017
Q3 | $2.09M | Sell |
40,475
-4,509
| -10% | -$233K | 0.02% | 602 |
|
2017
Q2 | $2.31M | Buy |
44,984
+12,674
| +39% | +$650K | 0.03% | 529 |
|
2017
Q1 | $1.64M | Buy |
32,310
+4,216
| +15% | +$213K | 0.02% | 654 |
|
2016
Q4 | $1.41M | Buy |
28,094
+5,850
| +26% | +$294K | 0.02% | 670 |
|
2016
Q3 | $1.16M | Buy |
22,244
+14,493
| +187% | +$756K | 0.02% | 720 |
|
2016
Q2 | $408K | Buy |
7,751
+5,479
| +241% | +$288K | 0.01% | 1249 |
|
2016
Q1 | $117K | Buy |
2,272
+1,600
| +238% | +$82.4K | ﹤0.01% | 1953 |
|
2015
Q4 | $34K | Buy |
+672
| New | +$34K | ﹤0.01% | 2857 |
|