Lake Point Wealth Management’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
Q2 | $329K | Sell |
6,600
-61
| -0.9% | -$3.04K | 0.19% | 24 |
|
|
2022
Q1 | $343K | Hold |
6,661
| – | – | 0.16% | 21 |
|
|
2021
Q4 | $366K | Hold |
6,661
| – | – | 0.16% | 24 |
|
|
2021
Q3 | $365K | Hold |
6,661
| – | – | 0.17% | 20 |
|
|
2021
Q2 | $368K | Buy |
+6,661
| New | +$368K | 0.17% | 20 |
|
|
2020
Q1 | $2.94M | Sell |
55,659
-1,196
| -2% | -$63.3K | 2.59% | 11 |
|
|
2019
Q4 | $3.04M | Buy |
+56,855
| New | +$3.04M | 1.01% | 21 |
|
|
2019
Q2 | $2.6M | Hold |
48,976
| – | – | 0.9% | 20 |
|
|
2019
Q1 | $2.6M | Buy |
48,976
+29,086
| +146% | +$1.54M | 0.9% | 20 |
|
|
2018
Q4 | $1.02M | Buy |
+19,890
| New | +$1.02M | 0.38% | 49 |
|