Tradition 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
Q3 | – | Sell |
-1,203
| Closed | -$60K | – | 1408 |
|
|
2023
Q2 | $60K | Buy |
+1,203
| New | +$60K | 0.01% | 584 |
|
|
2022
Q4 | – | Sell |
-709
| Closed | -$34K | – | 1219 |
|
|
2022
Q3 | $34K | Buy |
709
+4
| +0.6% | +$192 | 0.01% | 621 |
|
|
2022
Q2 | $35K | Buy |
705
+3
| +0.4% | +$149 | 0.01% | 539 |
|
|
2022
Q1 | $36K | Buy |
702
+1
| +0.1% | +$51 | ﹤0.01% | 587 |
|
|
2021
Q4 | $38K | Buy |
701
+4
| +0.6% | +$217 | ﹤0.01% | 599 |
|
|
2021
Q3 | $38K | Buy |
697
+3
| +0.4% | +$164 | 0.01% | 586 |
|
|
2021
Q2 | $38K | Buy |
694
+3
| +0.4% | +$164 | 0.01% | 608 |
|
|
2021
Q1 | $38K | Buy |
691
+2
| +0.3% | +$110 | 0.01% | 497 |
|
|
2020
Q4 | $38K | Buy |
+689
| New | +$38K | 0.01% | 464 |
|