Personal Wealth Partners’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
Q2 | – | Sell |
-7,374
| Closed | -$380K | – | 67 |
|
|
2022
Q1 | $380K | Hold |
7,374
| – | – | 0.17% | 55 |
|
|
2021
Q4 | $405K | Hold |
7,374
| – | – | 0.17% | 57 |
|
|
2021
Q3 | $404K | Hold |
7,374
| – | – | 0.17% | 54 |
|
|
2021
Q2 | $408K | Hold |
7,374
| – | – | 0.16% | 52 |
|
|
2021
Q1 | $403K | Hold |
7,374
| – | – | 0.18% | 52 |
|
|
2020
Q4 | $407K | Hold |
7,374
| – | – | 0.19% | 47 |
|
|
2020
Q3 | $401K | Hold |
7,374
| – | – | 0.21% | 43 |
|
|
2020
Q2 | $399K | Hold |
7,374
| – | – | 0.22% | 41 |
|
|
2020
Q1 | $390K | Hold |
7,374
| – | – | 0.23% | 39 |
|
|
2019
Q4 | $395K | Hold |
7,374
| – | – | 0.17% | 44 |
|
|
2019
Q3 | $395K | Buy |
+7,374
| New | +$395K | 0.18% | 47 |
|