Vawter Financial’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
Q3 | – | Sell |
-6,335
| Closed | -$317K | – | 98 |
|
|
2024
Q2 | $317K | Hold |
6,335
| – | – | 0.22% | 65 |
|
|
2024
Q1 | $321K | Hold |
6,335
| – | – | 0.23% | 58 |
|
|
2023
Q4 | $323K | Buy |
6,335
+100
| +2% | +$5.11K | 0.25% | 52 |
|
|
2023
Q3 | $300K | Sell |
6,235
-100
| -2% | -$4.81K | 0.34% | 49 |
|
|
2023
Q2 | $318K | Buy |
6,335
+160
| +3% | +$8.04K | 0.28% | 51 |
|
|
2023
Q1 | $313K | Sell |
6,175
-3,700
| -37% | -$187K | 0.32% | 38 |
|
|
2022
Q4 | $489K | Buy |
+9,875
| New | +$489K | 0.57% | 31 |
|