TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,655
| Closed | -$83.7K | – | 732 |
|
|
2024
Q1 | $83.7K | Buy |
1,655
+9
| +0.5% | +$455 | 0.02% | 44 |
|
|
2023
Q4 | $84K | Sell |
1,646
-2,456
| -60% | -$125K | 0.02% | 49 |
|
|
2023
Q3 | $206K | Hold |
4,102
| – | – | 0.04% | 45 |
|
|
2023
Q2 | $206K | Buy |
4,102
+11
| +0.3% | +$552 | 0.04% | 44 |
|
|
2023
Q1 | $207K | Sell |
4,091
-61,761
| -94% | -$3.13M | 0.05% | 40 |
|
|
2022
Q4 | $2.57M | Buy |
65,852
+61,782
| +1,518% | +$2.41M | 0.59% | 15 |
|
|
2022
Q3 | $196K | Sell |
4,070
-7,707
| -65% | -$371K | 0.05% | 41 |
|
|
2022
Q2 | $588K | Buy |
+11,777
| New | +$588K | 0.13% | 26 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 176 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 144 |
|