Wade Financial Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $525K | Buy |
|