Marino Stram & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-616
| Closed | -$32K | – | 565 |
|
2019
Q1 | $32K | Hold |
616
| – | – | 0.02% | 204 |
|
2018
Q4 | $31K | Sell |
616
-2,581
| -81% | -$130K | 0.03% | 180 |
|
2018
Q3 | $161K | Hold |
3,197
| – | – | 0.13% | 88 |
|
2018
Q2 | $163K | Buy |
+3,197
| New | +$163K | 0.14% | 91 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 87 |
|