Level Four Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,849
| Closed | -$244K | – | 800 |
|
|
2024
Q3 | $244K | Sell |
4,849
-200
| -4% | -$10.1K | 0.01% | 689 |
|
|
2024
Q2 | $253K | Buy |
+5,049
| New | +$253K | 0.01% | 662 |
|
|
2021
Q3 | – | Sell |
-4,330
| Closed | -$239K | – | 648 |
|
|
2021
Q2 | $239K | Sell |
4,330
-1,684
| -28% | -$93K | 0.02% | 591 |
|
|
2021
Q1 | $329K | Sell |
6,014
-339
| -5% | -$18.5K | 0.03% | 489 |
|
|
2020
Q4 | $351K | Buy |
6,353
+41
| +0.6% | +$2.27K | 0.03% | 432 |
|
|
2020
Q3 | $344K | Buy |
6,312
+1,910
| +43% | +$104K | 0.03% | 416 |
|
|
2020
Q2 | $238K | Buy |
+4,402
| New | +$238K | 0.02% | 504 |
|