Squar Milner Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-261
| Closed | -$13K | – | 734 |
|
2020
Q1 | $13K | Hold |
261
| – | – | 0.01% | 518 |
|
2019
Q4 | $13K | Buy |
+261
| New | +$13K | 0.01% | 563 |
|
2019
Q3 | – | Sell |
-155
| Closed | -$8K | – | 710 |
|
2019
Q2 | $8K | Hold |
155
| – | – | 0.01% | 540 |
|
2019
Q1 | $8K | Buy |
+155
| New | +$8K | 0.01% | 575 |
|