MilWealth Group’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 |
-1,313
| Closed | -$65.5K | – | 70 |
|
|
2022
Q2 | $65.5K | Hold |
1,313
| – | – | 0.03% | 35 |
|
|
2022
Q1 | $67.7K | Hold |
1,313
| – | – | 0.03% | 36 |
|
|
2021
Q4 | $72.1K | Hold |
1,313
| – | – | 0.03% | 33 |
|
|
2021
Q3 | $71.9K | Hold |
1,313
| – | – | 0.03% | 34 |
|
|
2021
Q2 | $72.6K | Hold |
1,313
| – | – | 0.03% | 32 |
|
|
2021
Q1 | $71.7K | Hold |
1,313
| – | – | 0.03% | 28 |
|
|
2020
Q4 | $72.5K | Hold |
1,313
| – | – | 0.04% | 28 |
|
|
2020
Q3 | $71.5K | Hold |
1,313
| – | – | 0.04% | 27 |
|
|
2020
Q2 | $71.1K | Sell |
1,313
-4,505
| -77% | -$244K | 0.04% | 28 |
|
|
2020
Q1 | $308K | Hold |
5,818
| – | – | 0.24% | 15 |
|
|
2019
Q4 | $311K | Hold |
5,818
| – | – | 0.24% | 12 |
|
|
2019
Q3 | $312K | Hold |
5,818
| – | – | 0.26% | 12 |
|
|
2019
Q2 | $309K | Hold |
5,818
| – | – | 0.26% | 12 |
|
|
2019
Q1 | $303K | Sell |
5,818
-32,382
| -85% | -$1.69M | 0.27% | 12 |
|
|
2018
Q4 | $1.95M | Buy |
+38,200
| New | +$1.95M | 1.89% | 8 |
|