Money Concepts Capital’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,806
| Closed | -$139K | – | 2862 |
|
2022
Q4 | $139K | Buy |
+2,806
| New | +$139K | 0.01% | 840 |
|
2022
Q3 | – | Sell |
-800
| Closed | -$40K | – | 1679 |
|
2022
Q2 | $40K | Sell |
800
-2,646
| -77% | -$132K | ﹤0.01% | 745 |
|
2022
Q1 | $178K | Buy |
+3,446
| New | +$178K | 0.01% | 788 |
|
2021
Q1 | $87K | Hold |
1,600
| – | – | 0.01% | 534 |
|
2020
Q4 | $88K | Buy |
+1,600
| New | +$88K | 0.01% | 478 |
|