PCI
Planning Center Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,360
| Closed | -$258K | – | 65 |
|
|
2023
Q3 | $258K | Buy |
+5,360
| New | +$258K | 0.07% | 49 |
|
|
2022
Q4 | – | Sell |
-19,333
| Closed | -$939K | – | 72 |
|
|
2022
Q3 | $939K | Buy |
19,333
+9,322
| +93% | +$453K | 0.74% | 15 |
|
|
2022
Q2 | $503K | Buy |
+10,011
| New | +$503K | 0.4% | 19 |
|