Wade Financial Advisory’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
Q1 | – | Sell |
-20,785
| Closed | -$1.03M | – | 82 |
|
|
2022
Q4 | $1.03M | Sell |
20,785
-94
| -0.5% | -$4.65K | 0.47% | 33 |
|
|
2022
Q3 | $1.01M | Sell |
20,879
-1,260
| -6% | -$60.6K | 0.5% | 33 |
|
|
2022
Q2 | $1.11M | Sell |
22,139
-17,709
| -44% | -$884K | 0.52% | 34 |
|
|
2022
Q1 | $2.05M | Buy |
39,848
+4,991
| +14% | +$257K | 0.88% | 29 |
|
|
2021
Q4 | $1.91M | Buy |
34,857
+1,900
| +6% | +$104K | 1% | 27 |
|
|
2021
Q3 | $1.81M | Sell |
32,957
-7,404
| -18% | -$406K | 1.02% | 27 |
|
|
2021
Q2 | $2.23M | Buy |
40,361
+7,935
| +24% | +$439K | 1.22% | 25 |
|
|
2021
Q1 | $1.77M | Sell |
32,426
-881
| -3% | -$48.1K | 1.12% | 26 |
|
|
2020
Q4 | $1.84M | Sell |
33,307
-2,747
| -8% | -$152K | 1.23% | 25 |
|
|
2020
Q3 | $1.96M | Buy |
36,054
+2,326
| +7% | +$127K | 1.55% | 21 |
|
|
2020
Q2 | $1.83M | Buy |
33,728
+1,078
| +3% | +$58.4K | 1.58% | 21 |
|
|
2020
Q1 | $1.73M | Buy |
32,650
+22,850
| +233% | +$1.21M | 1.72% | 21 |
|
|
2019
Q4 | $525K | Buy |
+9,800
| New | +$525K | 0.46% | 34 |
|