Legacy Capital Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
14,426
+196
| +1% | +$9.61K | 0.16% | 130 |
|
|
2025
Q1 | $706K | Buy |
14,230
+74
| +0.5% | +$3.67K | 0.17% | 121 |
|
|
2024
Q4 | $710K | Buy |
14,156
+2,209
| +18% | +$111K | 0.18% | 121 |
|
|
2024
Q3 | $611K | Buy |
11,947
+112
| +0.9% | +$5.73K | 0.12% | 157 |
|
|
2024
Q2 | $593K | Buy |
+11,835
| New | +$593K | 0.15% | 132 |
|
|
2024
Q1 | – | Sell |
-16,700
| Closed | -$853K | – | 344 |
|
|
2023
Q4 | $853K | Sell |
16,700
-22,731
| -58% | -$1.16M | 0.24% | 92 |
|
|
2023
Q3 | $1.9M | Buy |
+39,431
| New | +$1.9M | 0.52% | 36 |
|
|
2023
Q2 | – | Sell |
-30,676
| Closed | -$1.55M | – | 240 |
|
|
2023
Q1 | $1.55M | Buy |
+30,676
| New | +$1.55M | 0.42% | 41 |
|