Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,923
| Closed | -$97.4K | – | 720 |
|
|
2023
Q1 | $97.4K | Hold |
1,923
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $95.2K | Hold |
1,923
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $93K | Hold |
1,923
| – | – | 0.02% | 202 |
|
|
2022
Q2 | $96K | Hold |
1,923
| – | – | 0.02% | 187 |
|
|
2022
Q1 | $99K | Hold |
1,923
| – | – | 0.02% | 187 |
|
|
2021
Q4 | $106K | Sell |
1,923
-1
| -0.1% | -$55 | 0.03% | 192 |
|
|
2021
Q3 | $105K | Sell |
1,924
-48
| -2% | -$2.62K | 0.03% | 186 |
|
|
2021
Q2 | $109K | Buy |
1,972
+1
| +0.1% | +$55 | 0.03% | 175 |
|
|
2021
Q1 | $108 | Sell |
1,971
-67
| -3% | -$4 | 0.03% | 177 |
|
|
2020
Q4 | $112K | Sell |
2,038
-59
| -3% | -$3.24K | 0.04% | 168 |
|
|
2020
Q3 | $114K | Sell |
2,097
-49
| -2% | -$2.66K | 0.04% | 147 |
|
|
2020
Q2 | $116K | Sell |
2,146
-26
| -1% | -$1.41K | 0.04% | 149 |
|
|
2020
Q1 | $115K | Buy |
2,172
+1
| +0% | +$53 | 0.05% | 144 |
|
|
2019
Q4 | $116K | Buy |
+2,171
| New | +$116K | 0.05% | 162 |
|