MPCL
My Personal CFO LLC’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
Q3 | – | Sell |
-12,000
| Closed | -$603K | – | 86 |
|
|
2023
Q2 | $603K | Hold |
12,000
| – | – | 0.47% | 47 |
|
|
2023
Q1 | $608K | Sell |
12,000
-10,010
| -45% | -$507K | 0.52% | 44 |
|
|
2022
Q4 | $1.58M | Hold |
22,010
| – | – | 1.46% | 15 |
|
|
2022
Q3 | $1.54M | Buy |
+22,010
| New | +$1.54M | 2.34% | 12 |
|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$384K | – | 61 |
|
|
2021
Q4 | $384K | Buy |
+7,000
| New | +$384K | 0.33% | 44 |
|