LB
Legacy Bridge’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,235
| Closed | -$212K | – | 299 |
|
|
2024
Q2 | $212K | Hold |
4,235
| – | – | 0.13% | 127 |
|
|
2024
Q1 | $214K | Hold |
4,235
| – | – | 0.13% | 132 |
|
|
2023
Q4 | $216K | Buy |
+4,235
| New | +$216K | 0.14% | 134 |
|
|
2021
Q3 | – | Sell |
-639
| Closed | -$35K | – | 309 |
|
|
2021
Q2 | $35K | Hold |
639
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $35K | Sell |
639
-639
| -50% | -$35K | 0.02% | 212 |
|
|
2020
Q4 | $71K | Hold |
1,278
| – | – | 0.05% | 179 |
|
|
2020
Q3 | $70K | Hold |
1,278
| – | – | 0.06% | 165 |
|
|
2020
Q2 | $69K | Buy |
1,278
+639
| +100% | +$34.5K | 0.08% | 163 |
|
|
2020
Q1 | $34K | Hold |
639
| – | – | 0.04% | 180 |
|
|
2019
Q4 | $34K | Hold |
639
| – | – | 0.03% | 201 |
|
|
2019
Q3 | $34K | Hold |
639
| – | – | 0.03% | 195 |
|
|
2019
Q2 | $34K | Hold |
639
| – | – | 0.03% | 193 |
|
|
2019
Q1 | $33K | Hold |
639
| – | – | 0.03% | 193 |
|
|
2018
Q4 | $33K | Buy |
+639
| New | +$33K | 0.04% | 173 |
|