MSH Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,367
| Closed | -$835K | – | 232 |
|
|
2023
Q3 | $835K | Sell |
17,367
-1,392
| -7% | -$67K | 0.33% | 91 |
|
|
2023
Q2 | $942K | Buy |
18,759
+3,051
| +19% | +$153K | 0.35% | 85 |
|
|
2023
Q1 | $796K | Buy |
15,708
+274
| +2% | +$13.9K | 0.34% | 89 |
|
|
2022
Q4 | $764K | Buy |
15,434
+6,016
| +64% | +$298K | 0.35% | 88 |
|
|
2022
Q3 | $453K | Buy |
+9,418
| New | +$453K | 0.22% | 111 |
|