Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.6M | Buy |
254,548
+21,932
| +9% | +$1.09M | 0.06% | 160 |
|
|
2022
Q3 | $11.2M | Sell |
232,616
-18,482
| -7% | -$890K | 0.06% | 154 |
|
|
2022
Q2 | $12.5M | Sell |
251,098
-20,001
| -7% | -$998K | 0.07% | 149 |
|
|
2022
Q1 | $14M | Buy |
271,099
+3,279
| +1% | +$169K | 0.07% | 143 |
|
|
2021
Q4 | $14.7M | Buy |
267,820
+9,219
| +4% | +$505K | 0.07% | 142 |
|
|
2021
Q3 | $14.2M | Buy |
258,601
+19,915
| +8% | +$1.09M | 0.07% | 135 |
|
|
2021
Q2 | $13.2M | Buy |
238,686
+36,508
| +18% | +$2.02M | 0.07% | 137 |
|
|
2021
Q1 | $11M | Buy |
202,178
+18,585
| +10% | +$1.02M | 0.06% | 145 |
|
|
2020
Q4 | $10.1M | Buy |
183,593
+18,151
| +11% | +$1M | 0.06% | 141 |
|
|
2020
Q3 | $9.01M | Buy |
165,442
+35,926
| +28% | +$1.96M | 0.07% | 135 |
|
|
2020
Q2 | $7.01M | Buy |
129,516
+16,644
| +15% | +$901K | 0.06% | 140 |
|
|
2020
Q1 | $5.89M | Buy |
112,872
+24,252
| +27% | +$1.26M | 0.06% | 148 |
|
|
2019
Q4 | $4.75M | Buy |
88,620
+20,586
| +30% | +$1.1M | 0.04% | 164 |
|
|
2019
Q3 | $3.65M | Buy |
68,034
+3,801
| +6% | +$204K | 0.03% | 161 |
|
|
2019
Q2 | $3.41M | Buy |
64,233
+3,610
| +6% | +$192K | 0.03% | 158 |
|
|
2019
Q1 | $3.16M | Buy |
60,623
+5,300
| +10% | +$276K | 0.04% | 158 |
|
|
2018
Q4 | $2.82M | Sell |
55,323
-912
| -2% | -$46.6K | 0.04% | 150 |
|
|
2018
Q3 | $2.84M | Buy |
56,235
+2,881
| +5% | +$145K | 0.04% | 154 |
|
|
2018
Q2 | $2.72M | Buy |
+53,354
| New | +$2.72M | 0.04% | 151 |
|