MBL Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,300
| Closed | -$215K | – | 175 |
|
|
2022
Q2 | $215K | Sell |
4,300
-100
| -2% | -$5K | 0.05% | 135 |
|
|
2022
Q1 | $227K | Buy |
+4,400
| New | +$227K | 0.06% | 152 |
|
|
2021
Q1 | $530K | Sell |
9,700
-800
| -8% | -$43.7K | 0.18% | 82 |
|
|
2020
Q4 | $579K | Buy |
+10,500
| New | +$579K | 0.23% | 65 |
|