V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,749
| Closed | -$261K | – | 476 |
|
|
2021
Q4 | $261K | Sell |
4,749
-2,196
| -32% | -$121K | 0.04% | 379 |
|
|
2021
Q3 | $381K | Hold |
6,945
| – | – | 0.06% | 317 |
|
|
2021
Q2 | $384K | Buy |
6,945
+740
| +12% | +$40.9K | 0.06% | 326 |
|
|
2021
Q1 | $339K | Sell |
6,205
-152
| -2% | -$8.3K | 0.06% | 321 |
|
|
2020
Q4 | $351K | Buy |
+6,357
| New | +$351K | 0.07% | 280 |
|
|
2020
Q3 | – | Sell |
-5,357
| Closed | -$291K | – | 342 |
|
|
2020
Q2 | $291K | Sell |
5,357
-3,614
| -40% | -$196K | 0.08% | 278 |
|
|
2020
Q1 | $475K | Buy |
+8,971
| New | +$475K | 0.15% | 160 |
|