Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $8.29M | Buy |
+167,436
| New | +$8.29M | 0.54% | 28 |
|
|
2018
Q1 | – | Sell |
-30,855
| Closed | -$1.59M | – | 690 |
|
|
2017
Q4 | $1.59M | Sell |
30,855
-15,570
| -34% | -$804K | 0.17% | 110 |
|
|
2017
Q3 | $2.4M | Hold |
46,425
| – | – | 0.33% | 53 |
|
|
2017
Q2 | $2.38M | Sell |
46,425
-3,460
| -7% | -$178K | 0.46% | 29 |
|
|
2017
Q1 | $2.53M | Hold |
49,885
| – | – | 0.52% | 24 |
|
|
2016
Q4 | $2.51M | Buy |
+49,885
| New | +$2.51M | 0.68% | 16 |
|