LGT Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$68.6K Sell
2025
Q2
$166K Buy
2025
Q1
$164K Buy
2024
Q4
$99.3K Buy
2024
Q3
$78.4K Hold
2024
Q2
$76.8K Sell
2024
Q1
$82.2K Hold
2023
Q4
$83K Sell
2023
Q3
$84.3K Buy