OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $10.4M | Sell |
194,881
-6,313
| -3% | -$338K | 7.17% | 4 |
|
|
2019
Q3 | $10.8M | Sell |
201,194
-145
| -0.1% | -$7.78K | 7.66% | 4 |
|
|
2019
Q2 | $10.7M | Sell |
201,339
-5,623
| -3% | -$298K | 7.46% | 4 |
|
|
2019
Q1 | $10.8M | Buy |
206,962
+8,320
| +4% | +$434K | 8.81% | 4 |
|
|
2018
Q4 | $10.1M | Buy |
198,642
+148,823
| +299% | +$7.6M | 9.26% | 4 |
|
|
2018
Q3 | $2.52M | Sell |
49,819
-12,125
| -20% | -$612K | 2.07% | 14 |
|
|
2018
Q2 | $3.16M | Sell |
61,944
-305
| -0.5% | -$15.5K | 2.73% | 13 |
|
|
2018
Q1 | $3.16M | Buy |
62,249
+1,284
| +2% | +$65.2K | 2.64% | 13 |
|
|
2017
Q4 | $3.15M | Buy |
+60,965
| New | +$3.15M | 2.63% | 12 |
|