Milestone Advisory Partners’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
2023 Q1	–	Sell	-8,957	Closed	-$443K	–	72
2022 Q4	$443K	Sell	8,957 -1,569	-15%	-$76.7K	0.33%	43
2022 Q3	$507K	Hold	10,526	–	–	0.38%	36
2022 Q2	$527K	Sell	10,526 -35,433	-77%	-$1.78M	0.43%	38
2022 Q1	$2.37M	Buy	45,959 +2,360	+5%	+$126K	1.28%	24
2021 Q4	$2.39M	Buy	43,599 +7,218	+20%	+$396K	1.21%	23
2021 Q3	$1.99M	Buy	36,381 +1,359	+4%	+$75.1K	1.17%	24
2021 Q2	$1.94M	Sell	35,022 -8,295	-19%	-$457K	1.02%	25
2021 Q1	$2.37M	Buy	43,317 +3,349	+8%	+$184K	1.27%	24
2020 Q4	$2.21M	Buy	39,968 +20,189	+102%	+$1.1M	1.26%	26
2020 Q3	$1.08M	Buy	19,779 +2,777	+16%	+$152K	0.67%	26
2020 Q2	$920K	Buy	+17,002	New	+$906K	0.54%	26