Lenox Wealth Advisors’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 | $33K | Sell |
639
-215
| -25% | -$11.1K | ﹤0.01% | 303 |
|
|
2021
Q4 | $47K | Buy |
854
+15
| +2% | +$826 | 0.01% | 268 |
|
|
2021
Q3 | $46K | Hold |
839
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $46K | Hold |
839
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $46K | Hold |
839
| – | – | 0.01% | 201 |
|
|
2020
Q4 | $46K | Buy |
+839
| New | +$46K | 0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-556
| Closed | -$30K | – | 938 |
|
|
2019
Q4 | $30K | Buy |
+556
| New | +$30K | ﹤0.01% | 258 |
|