LWM
Laidlaw Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,365
| Closed | -$258K | – | 387 |
|
|
2022
Q3 | $258K | Buy |
5,365
+1,259
| +31% | +$60.5K | 0.06% | 263 |
|
|
2022
Q2 | $205K | Sell |
4,106
-1,361
| -25% | -$68K | 0.04% | 344 |
|
|
2022
Q1 | $282K | Sell |
5,467
-13,171
| -71% | -$679K | 0.05% | 314 |
|
|
2021
Q4 | $1.02M | Buy |
+18,638
| New | +$1.02M | 0.16% | 143 |
|
|
2021
Q1 | – | Sell |
-20,442
| Closed | -$1.13M | – | 365 |
|
|
2020
Q4 | $1.13M | Buy |
+20,442
| New | +$1.13M | 0.24% | 116 |
|
|
2020
Q1 | – | Sell |
-5,778
| Closed | -$309K | – | 179 |
|
|
2019
Q4 | $309K | Buy |
+5,778
| New | +$309K | 0.2% | 125 |
|