LWP
Legacy Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2M | Sell |
36,118
-77
| -0.2% | -$4.26K | 1.11% | 19 |
|
|
2021
Q1 | $1.98M | Buy |
36,195
+4,451
| +14% | +$243K | 1.16% | 16 |
|
|
2020
Q4 | $1.75M | Sell |
31,744
-9,115
| -22% | -$503K | 1.1% | 18 |
|
|
2020
Q3 | $2.22M | Buy |
40,859
+13,666
| +50% | +$744K | 1.57% | 14 |
|
|
2020
Q2 | $1.47M | Sell |
27,193
-5,556
| -17% | -$301K | 1.11% | 21 |
|
|
2020
Q1 | $1.73M | Sell |
32,749
-6,808
| -17% | -$360K | 1.61% | 18 |
|
|
2019
Q4 | $2.15M | Buy |
+39,557
| New | +$2.15M | 1.56% | 19 |
|