Sandy Cove 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
2023
Q2
Sell
-14,800
Closed -$750K 127
2023
Q1
$750K Buy
+14,800
New +$750K 0.54% 39
2022
Q2
Sell
-1,532
Closed -$79K 378
2022
Q1
$79K Hold
1,532
0.07% 146
2021
Q4
$84K Buy
+1,532
New +$84K 0.07% 136