SBSB
Sullivan, Bruyette, Speros & Blaney’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.17M | Buy |
21,339
+1,723
| +9% | +$94.1K | 0.05% | 105 |
|
|
2020
Q4 | $1.08M | Buy |
19,616
+3,676
| +23% | +$203K | 0.05% | 107 |
|
|
2020
Q3 | $868K | Buy |
15,940
+18
| +0.1% | +$980 | 0.05% | 108 |
|
|
2020
Q2 | $862K | Hold |
15,922
| – | – | 0.05% | 99 |
|
|
2020
Q1 | $842K | Hold |
15,922
| – | – | 0.06% | 90 |
|
|
2019
Q4 | $852K | Buy |
15,922
+10,549
| +196% | +$564K | 0.05% | 98 |
|
|
2019
Q3 | $288K | Buy |
+5,373
| New | +$288K | 0.02% | 189 |
|