LWM
VTEB icon

Level Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Level Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.3M Sell
148,846
-52,860
-26% -$2.59M 4.24% 5
2025
Q1 		$10M Buy
201,706
+10,186
+5% +$505K 6.55% 4
2024
Q4 		$9.6M Buy
+191,520
New +$9.6M 6.78% 4