Strategic Wealth Partners 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 |
-5,797
| Closed | -$318K | – | 65 |
|
|
2021
Q4 | $318K | Buy |
5,797
+3
| +0.1% | +$165 | 0.06% | 57 |
|
|
2021
Q3 | $317K | Buy |
+5,794
| New | +$317K | 0.06% | 55 |
|
|
2021
Q1 | $314K | Sell |
5,750
-1,250
| -18% | -$68.3K | 0.06% | 54 |
|
|
2020
Q4 | $386K | Hold |
7,000
| – | – | 0.08% | 43 |
|
|
2020
Q3 | $381K | Hold |
7,000
| – | – | 0.09% | 42 |
|
|
2020
Q2 | $379K | Hold |
7,000
| – | – | 0.1% | 46 |
|
|
2020
Q1 | $370K | Hold |
7,000
| – | – | 0.11% | 42 |
|
|
2019
Q4 | $375K | Buy |
+7,000
| New | +$375K | 0.09% | 47 |
|