LWM
Lakeridge 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 | $252K | Sell |
5,139
-598
| -10% | -$29.3K | 0.12% | 133 |
|
|
2025
Q1 | $285K | Hold |
5,737
| – | – | 0.14% | 124 |
|
|
2024
Q4 | $288K | Hold |
5,737
| – | – | 0.15% | 118 |
|
|
2024
Q3 | $293K | Sell |
5,737
-309
| -5% | -$15.8K | 0.16% | 114 |
|
|
2024
Q2 | $303K | Sell |
6,046
-277
| -4% | -$13.9K | 0.18% | 108 |
|
|
2024
Q1 | $320K | Sell |
6,323
-299
| -5% | -$15.1K | 0.21% | 93 |
|
|
2023
Q4 | $338K | Buy |
+6,622
| New | +$338K | 0.24% | 83 |
|