Total Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,408
| Closed | -$274K | – | 77 |
|
|
2024
Q1 | $274K | Buy |
5,408
+28
| +0.5% | +$1.42K | 0.03% | 55 |
|
|
2023
Q4 | $275K | Buy |
5,380
+54
| +1% | +$2.76K | 0.03% | 57 |
|
|
2023
Q3 | $256K | Buy |
5,326
+37
| +0.7% | +$1.78K | 0.04% | 56 |
|
|
2023
Q2 | $266K | Buy |
5,289
+36
| +0.7% | +$1.81K | 0.03% | 57 |
|
|
2023
Q1 | $266K | Buy |
5,253
+24
| +0.5% | +$1.22K | 0.05% | 52 |
|
|
2022
Q4 | $259K | Buy |
+5,229
| New | +$259K | 0.06% | 50 |
|