LIA
LBMC Investment Advisors’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
Q1 | – | Sell |
-21,211
| Closed | -$1.17M | – | 172 |
|
|
2021
Q4 | $1.17M | Sell |
21,211
-7,816
| -27% | -$429K | 0.1% | 55 |
|
|
2021
Q3 | $1.16K | Sell |
29,027
-11,372
| -28% | -$455 | 0.11% | 53 |
|
|
2021
Q2 | $2.23M | Sell |
40,399
-89,781
| -69% | -$4.96M | 0.21% | 38 |
|
|
2021
Q1 | $7.11M | Sell |
130,180
-50
| -0% | -$2.73K | 0.75% | 19 |
|
|
2020
Q4 | $7.19M | Sell |
130,230
-31,094
| -19% | -$1.72M | 0.85% | 18 |
|
|
2020
Q3 | $8.78M | Buy |
+161,324
| New | +$8.78M | 1.22% | 14 |
|