Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.87M | Buy |
162,983
+41,290
| +34% | +$2.25M | 0.31% | 46 |
|
|
2020
Q2 | $6.59M | Buy |
121,693
+107,504
| +758% | +$5.82M | 0.47% | 34 |
|
|
2020
Q1 | $751K | Sell |
14,189
-17,871
| -56% | -$946K | 0.07% | 178 |
|
|
2019
Q4 | $1.72M | Buy |
32,060
+10,890
| +51% | +$583K | 0.12% | 108 |
|
|
2019
Q3 | $1.14M | Buy |
21,170
+450
| +2% | +$24.1K | 0.08% | 126 |
|
|
2019
Q2 | $1.1M | Buy |
20,720
+5,419
| +35% | +$288K | 0.08% | 129 |
|
|
2019
Q1 | $798K | Buy |
15,301
+3,449
| +29% | +$180K | 0.06% | 165 |
|
|
2018
Q4 | $605K | Buy |
11,852
+10,807
| +1,034% | +$552K | 0.05% | 188 |
|
|
2018
Q3 | $53K | Buy |
1,045
+1,037
| +12,963% | +$52.6K | ﹤0.01% | 943 |
|
|
2018
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2604 |
|