Pacific Capital Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.47M | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.74M | Sell |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.81M | Sell |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.93M | Buy |
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|
2020
Q2 | $2.84M | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $3.51M | Buy |
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