SFA
Source Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.18M | Buy |
101,249
+2,233
| +2% | +$114K | 1.53% | 15 |
|
|
2024
Q2 | $4.96M | Sell |
99,016
-165,139
| -63% | -$8.28M | 1.53% | 15 |
|
|
2024
Q1 | $13.4M | Buy |
264,155
+4,332
| +2% | +$219K | 4.06% | 6 |
|
|
2023
Q4 | $13.3M | Buy |
259,823
+11,031
| +4% | +$563K | 4.12% | 5 |
|
|
2023
Q3 | $12M | Buy |
248,792
+37,919
| +18% | +$1.82M | 4.04% | 5 |
|
|
2023
Q2 | $10.6M | Buy |
210,873
+5,781
| +3% | +$290K | 3.48% | 8 |
|
|
2023
Q1 | $10.4M | Buy |
205,092
+66,103
| +48% | +$3.35M | 3.48% | 7 |
|
|
2022
Q4 | $6.88M | Buy |
138,989
+1,755
| +1% | +$86.9K | 2.58% | 10 |
|
|
2022
Q3 | $6.61M | Sell |
137,234
-39,554
| -22% | -$1.9M | 2.62% | 9 |
|
|
2022
Q2 | $8.83M | Buy |
+176,788
| New | +$8.83M | 3.46% | 5 |
|