Leo Wealth LLC’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 | $678K | Buy |
13,834
+2,291
| +20% | +$112K | 0.05% | 203 |
|
|
2025
Q1 | $573K | Sell |
11,543
-932
| -7% | -$46.2K | 0.08% | 164 |
|
|
2024
Q4 | $625K | Buy |
12,475
+119
| +1% | +$5.97K | 0.06% | 205 |
|
|
2024
Q3 | $632K | Sell |
12,356
-10,566
| -46% | -$540K | 0.06% | 198 |
|
|
2024
Q2 | $1.15M | Buy |
22,922
+186
| +0.8% | +$9.32K | 0.12% | 133 |
|
|
2024
Q1 | $1.15M | Buy |
22,736
+61
| +0.3% | +$3.09K | 0.12% | 136 |
|
|
2023
Q4 | $1.16M | Buy |
+22,675
| New | +$1.16M | 0.12% | 130 |
|