Oxford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,592
| Closed | -$235K | – | 326 |
|
|
2024
Q3 | $235K | Hold |
4,592
| – | – | 0.01% | 223 |
|
|
2024
Q2 | $230K | Hold |
4,592
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $232K | Sell |
4,592
-2,387
| -34% | -$121K | 0.02% | 209 |
|
|
2023
Q4 | $356K | Buy |
6,979
+979
| +16% | +$50K | 0.03% | 165 |
|
|
2023
Q3 | $289K | Hold |
6,000
| – | – | 0.02% | 173 |
|
|
2023
Q2 | $301K | Buy |
6,000
+243
| +4% | +$12.2K | 0.03% | 177 |
|
|
2023
Q1 | $292K | Sell |
5,757
-1,048
| -15% | -$53.1K | 0.03% | 152 |
|
|
2022
Q4 | $337K | Buy |
+6,805
| New | +$337K | 0.04% | 142 |
|