Martel Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $275K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $958K | Sell |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $612K | Sell |
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|
2020
Q3 | $778K | Sell |
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|
2020
Q2 | $802K | Buy |
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|
2020
Q1 | $726K | Buy |
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|
2019
Q4 | $649K | Buy |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $631K | Sell |
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|
2019
Q1 | $623K | Buy |
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|
2018
Q4 | $591K | Buy |
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