Liberty Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-66
| Closed | -$4K | – | 1087 |
|
2021
Q3 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 992 |
|
2021
Q2 | – | Sell |
-65
| Closed | -$3K | – | 847 |
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 789 |
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 785 |
|
2020
Q3 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 677 |
|