Lake Point Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$329K Sell
2022
Q1
$343K Hold
2021
Q4
$366K Hold
2021
Q3
$365K Hold
2021
Q2
$368K Buy
2020
Q1
$2.94M Sell
2019
Q4
$3.04M Buy
2019
Q2
$2.6M Hold
2019
Q1
$2.6M Buy
2018
Q4
$1.01M Buy