LGA
Lebenthal Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
14,851
-472
| -3% | -$23.1K | 0.14% | 107 |
|
|
2025
Q1 | $760K | Sell |
15,323
-1,695
| -10% | -$84.1K | 0.14% | 97 |
|
|
2024
Q4 | $853K | Sell |
17,018
-320
| -2% | -$16K | 0.16% | 97 |
|
|
2024
Q3 | $886K | Sell |
17,338
-1,480
| -8% | -$75.7K | 0.18% | 85 |
|
|
2024
Q2 | $943K | Sell |
18,818
-2,229
| -11% | -$112K | 0.21% | 68 |
|
|
2024
Q1 | $1.06M | Buy |
21,047
+1,273
| +6% | +$64.4K | 0.24% | 48 |
|
|
2023
Q4 | $1.01M | Buy |
19,774
+326
| +2% | +$16.6K | 0.23% | 53 |
|
|
2023
Q3 | $935K | Buy |
+19,448
| New | +$935K | 0.28% | 41 |
|