Legacy Bridge’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$208K	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%	-$35.1K	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%	+$34K	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	+$32.2K	0.04%	173