Mills Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,441
| Closed | -$380K | – | 67 |
|
|
2024
Q3 | $380K | Sell |
7,441
-3,893
| -34% | -$199K | 0.26% | 37 |
|
|
2024
Q2 | $568K | Sell |
11,334
-1,689
| -13% | -$84.6K | 0.41% | 33 |
|
|
2024
Q1 | $659K | Sell |
13,023
-9,796
| -43% | -$496K | 0.48% | 31 |
|
|
2023
Q4 | $1.16M | Sell |
22,819
-26,615
| -54% | -$1.36M | 0.89% | 21 |
|
|
2023
Q3 | $2.38M | Sell |
49,434
-33,867
| -41% | -$1.63M | 1.9% | 12 |
|
|
2023
Q2 | $4.18M | Buy |
83,301
+75
| +0.1% | +$3.77K | 3.18% | 7 |
|
|
2023
Q1 | $4.22M | Buy |
83,226
+13,444
| +19% | +$681K | 3.4% | 6 |
|
|
2022
Q4 | $3.45M | Buy |
+69,782
| New | +$3.45M | 3.12% | 7 |
|