PFA
Paradigm Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.05M | Sell |
19,036
-856
| -4% | -$47K | 0.23% | 76 |
|
|
2021
Q3 | $1.09M | Sell |
19,892
-935
| -4% | -$51.2K | 0.25% | 77 |
|
|
2021
Q2 | $1.15M | Buy |
20,827
+1,267
| +6% | +$70.1K | 0.26% | 76 |
|
|
2021
Q1 | $1.07M | Buy |
19,560
+14,117
| +259% | +$772K | 0.26% | 78 |
|
|
2020
Q4 | $300K | Buy |
5,443
+17
| +0.3% | +$937 | 0.08% | 125 |
|
|
2020
Q3 | $295K | Buy |
5,426
+1,464
| +37% | +$79.6K | 0.08% | 100 |
|
|
2020
Q2 | $215K | Buy |
3,962
+16
| +0.4% | +$868 | 0.07% | 124 |
|
|
2020
Q1 | $209K | Buy |
+3,946
| New | +$209K | 0.08% | 101 |
|