Soundmark Wealth Management’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
Q2 | – | Sell |
-90,286
| Closed | -$4.57M | – | 59 |
|
|
2024
Q1 | $4.57M | Buy |
90,286
+388
| +0.4% | +$19.6K | 2.03% | 17 |
|
|
2023
Q4 | $4.59M | Buy |
89,898
+639
| +0.7% | +$32.6K | 2.27% | 16 |
|
|
2023
Q3 | $4.29M | Sell |
89,259
-24
| -0% | -$1.15K | 2.39% | 16 |
|
|
2023
Q2 | $4.48M | Sell |
89,283
-50
| -0.1% | -$2.51K | 2.5% | 16 |
|
|
2023
Q1 | $4.53M | Hold |
89,333
| – | – | 2.71% | 16 |
|
|
2022
Q4 | $4.42M | Buy |
89,333
+4,107
| +5% | +$203K | 2.85% | 13 |
|
|
2022
Q3 | $4.1M | Buy |
85,226
+67,756
| +388% | +$3.26M | 2.88% | 12 |
|
|
2022
Q2 | $872K | Buy |
+17,470
| New | +$872K | 0.62% | 31 |
|