Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $885K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $602K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $599K | Hold |
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|
2019
Q3 | $60K | Buy |
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