LFA
Legacy Financial 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 | $1.26M | Sell |
25,709
-2,231
| -8% | -$109K | 0.2% | 83 |
|
|
2025
Q1 | $1.39M | Sell |
27,940
-891
| -3% | -$44.2K | 0.23% | 75 |
|
|
2024
Q4 | $1.45M | Sell |
28,831
-7,065
| -20% | -$354K | 0.24% | 70 |
|
|
2024
Q3 | $1.84M | Sell |
35,896
-276
| -0.8% | -$14.1K | 0.31% | 54 |
|
|
2024
Q2 | $1.81M | Sell |
36,172
-123
| -0.3% | -$6.16K | 0.32% | 48 |
|
|
2024
Q1 | $1.84M | Sell |
36,295
-631
| -2% | -$31.9K | 0.33% | 51 |
|
|
2023
Q4 | $1.89M | Buy |
+36,926
| New | +$1.89M | 0.36% | 45 |
|