Spotlight Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $100K | Hold |
2,000
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $101K | Hold |
2,000
| – | – | 0.07% | 109 |
|
|
2023
Q4 | $96.2K | Hold |
2,000
| – | – | 0.09% | 98 |
|
|
2023
Q3 | $96.2K | Hold |
2,000
| – | – | 0.09% | 98 |
|
|
2023
Q2 | $100K | Buy |
+2,000
| New | +$100K | 0.09% | 98 |
|
|
2021
Q3 | $409K | Hold |
7,464
| – | – | 0.2% | 76 |
|
|
2021
Q2 | $413K | Hold |
7,464
| – | – | 0.16% | 85 |
|
|
2021
Q1 | $408K | Hold |
7,464
| – | – | 0.15% | 87 |
|
|
2020
Q4 | $412K | Hold |
7,464
| – | – | 0.15% | 82 |
|
|
2020
Q3 | $406K | Hold |
7,464
| – | – | 0.16% | 91 |
|
|
2020
Q2 | $404K | Sell |
7,464
-1,325
| -15% | -$71.7K | 0.17% | 87 |
|
|
2020
Q1 | $465K | Hold |
8,789
| – | – | 0.25% | 66 |
|
|
2019
Q4 | $467K | Buy |
+8,789
| New | +$467K | 0.22% | 69 |
|