Shufro Rose & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,480
| Closed | -$224K | – | 324 |
|
|
2024
Q3 | $224K | Hold |
4,480
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $224K | Sell |
4,480
-601
| -12% | -$30.1K | 0.02% | 269 |
|
|
2024
Q1 | $257K | Sell |
5,081
-135
| -3% | -$6.83K | 0.02% | 245 |
|
|
2023
Q4 | $251K | Hold |
5,216
| – | – | 0.02% | 235 |
|
|
2023
Q3 | $251K | Buy |
+5,216
| New | +$251K | 0.02% | 235 |
|