Leisure 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,923
| Closed | -$325K | – | 155 |
|
|
2021
Q4 | $325K | Sell |
5,923
-1,221
| -17% | -$67K | 0.15% | 121 |
|
|
2021
Q3 | $391K | Buy |
+7,144
| New | +$391K | 0.21% | 112 |
|
|
2019
Q3 | – | Sell |
-9,422
| Closed | -$500K | – | 118 |
|
|
2019
Q2 | $500K | Hold |
9,422
| – | – | 0.44% | 87 |
|
|
2019
Q1 | $491K | Hold |
9,422
| – | – | 0.41% | 95 |
|
|
2018
Q4 | $481K | Buy |
9,422
+497
| +6% | +$25.4K | 0.45% | 85 |
|
|
2018
Q3 | $451K | Buy |
8,925
+856
| +11% | +$43.3K | 0.37% | 100 |
|
|
2018
Q2 | $411K | Buy |
+8,069
| New | +$411K | 0.35% | 104 |
|