M Holdings Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 437 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 475 |
|
|
2022
Q3 | – | Sell |
-4,372
| Closed | -$218K | – | 458 |
|
|
2022
Q2 | $218K | Sell |
4,372
-3,538
| -45% | -$176K | 0.02% | 397 |
|
|
2022
Q1 | $408K | Buy |
+7,910
| New | +$408K | 0.03% | 332 |
|
|
2020
Q2 | – | Sell |
-10,022
| Closed | -$530K | – | 236 |
|
|
2020
Q1 | $530K | Buy |
+10,022
| New | +$530K | 0.08% | 185 |
|