SFSG
Sound Financial Strategies Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-52,825
| Closed | -$2.92M | – | 100 |
|
|
2020
Q4 | $2.92M | Buy |
52,825
+24,412
| +86% | +$1.35M | 1.59% | 8 |
|
|
2020
Q3 | $1.55M | Sell |
28,413
-326
| -1% | -$17.8K | 0.98% | 9 |
|
|
2020
Q2 | $1.56M | Sell |
28,739
-77
| -0.3% | -$4.17K | 1.01% | 9 |
|
|
2020
Q1 | $1.52M | Sell |
28,816
-3,704
| -11% | -$196K | 1.04% | 9 |
|
|
2019
Q4 | $1.74M | Buy |
+32,520
| New | +$1.74M | 1.1% | 26 |
|