Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $252K | Hold |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $440K | Buy |
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