Laird Norton Wetherby 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $543K | Buy |
+11,080
| New | +$543K | 0.02% | 528 |
|
2024
Q4 | $540K | Buy |
10,781
+3,612
| +50% | +$181K | 0.03% | 500 |
|
2024
Q3 | $366K | Buy |
7,169
+13
| +0.2% | +$665 | 0.02% | 665 |
|
2024
Q2 | $359K | Sell |
7,156
-489
| -6% | -$24.5K | 0.02% | 639 |
|
2024
Q1 | $387K | Sell |
7,645
-7,499
| -50% | -$379K | 0.02% | 645 |
|
2023
Q4 | $773K | Buy |
15,144
+5,801
| +62% | +$296K | 0.04% | 412 |
|
2023
Q3 | $449K | Buy |
+9,343
| New | +$449K | 0.03% | 555 |
|