SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,179
| Closed | -$229K | – | 174 |
|
|
2021
Q3 | $229K | Buy |
+4,179
| New | +$229K | 0.08% | 159 |
|
|
2019
Q3 | – | Sell |
-21
| Closed | -$1K | – | 551 |
|
|
2019
Q2 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 612 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 580 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 554 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$3K | – | 634 |
|
|
2017
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 562 |
|