MAP
Milestone Advisory Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,957
| Closed | -$443K | – | 72 |
|
|
2022
Q4 | $443K | Sell |
8,957
-1,569
| -15% | -$77.7K | 0.33% | 43 |
|
|
2022
Q3 | $507K | Hold |
10,526
| – | – | 0.38% | 36 |
|
|
2022
Q2 | $527K | Sell |
10,526
-35,433
| -77% | -$1.77M | 0.43% | 38 |
|
|
2022
Q1 | $2.37M | Buy |
45,959
+2,360
| +5% | +$122K | 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% | +$74.4K | 1.17% | 24 |
|
|
2021
Q2 | $1.94M | Sell |
35,022
-8,295
| -19% | -$459K | 1.02% | 25 |
|
|
2021
Q1 | $2.37M | Buy |
43,317
+3,349
| +8% | +$183K | 1.27% | 24 |
|
|
2020
Q4 | $2.21M | Buy |
39,968
+20,189
| +102% | +$1.11M | 1.26% | 26 |
|
|
2020
Q3 | $1.08M | Buy |
19,779
+2,777
| +16% | +$151K | 0.67% | 26 |
|
|
2020
Q2 | $920K | Buy |
+17,002
| New | +$920K | 0.54% | 26 |
|