Stonebridge Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$21K | – | 360 |
|
|
2021
Q4 | $21K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2021
Q3 | $22K | Sell |
400
-400
| -50% | -$22K | 0.01% | 294 |
|
|
2021
Q2 | $44K | Hold |
800
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $44K | Hold |
800
| – | – | 0.03% | 224 |
|
|
2020
Q4 | $44K | Hold |
800
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $43K | Sell |
800
-450
| -36% | -$24.2K | 0.03% | 202 |
|
|
2020
Q2 | $68K | Buy |
+1,250
| New | +$68K | 0.06% | 155 |
|