WealthStone’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.43M | Hold |
44,532
| – | – | 0.85% | 16 |
|
|
2020
Q4 | $2.46M | Hold |
44,532
| – | – | 0.87% | 15 |
|
|
2020
Q3 | $2.42M | Hold |
44,532
| – | – | 1.11% | 12 |
|
|
2020
Q2 | $2.41M | Hold |
44,532
| – | – | 1.15% | 14 |
|
|
2020
Q1 | $2.36M | Sell |
44,532
-127,125
| -74% | -$6.73M | 2.37% | 8 |
|
|
2019
Q4 | $9.19M | Hold |
171,657
| – | – | 5.43% | 6 |
|
|
2019
Q3 | $9.2M | Buy |
+171,657
| New | +$9.2M | 4.89% | 7 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5 |
|