WealthPLAN Partners’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
Q2 | – | Sell |
-2,033
| Closed | -$103K | – | 1399 |
|
|
2023
Q1 | $103K | Buy |
+2,033
| New | +$103K | 0.01% | 420 |
|
|
2021
Q4 | – | Sell |
-3,936
| Closed | -$216K | – | 395 |
|
|
2021
Q3 | $216K | Hold |
3,936
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $218K | Hold |
3,936
| – | – | 0.02% | 328 |
|
|
2021
Q1 | $216K | Buy |
+3,936
| New | +$216K | 0.02% | 309 |
|