LGT Financial Advisors’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 | $166K | Buy |
3,380
+82
| +2% | +$4.02K | 0.42% | 45 |
|
|
2025
Q1 | $164K | Buy |
3,298
+1,317
| +66% | +$65.4K | 0.5% | 40 |
|
|
2024
Q4 | $99.3K | Buy |
1,981
+448
| +29% | +$22.5K | 0.22% | 88 |
|
|
2024
Q3 | $78.4K | Hold |
1,533
| – | – | 0.19% | 85 |
|
|
2024
Q2 | $76.8K | Sell |
1,533
-92
| -6% | -$4.61K | 0.16% | 107 |
|
|
2024
Q1 | $82.2K | Hold |
1,625
| – | – | 0.1% | 192 |
|
|
2023
Q4 | $83K | Sell |
1,625
-127
| -7% | -$6.48K | 0.1% | 179 |
|
|
2023
Q3 | $84.3K | Buy |
+1,752
| New | +$84.3K | 0.11% | 170 |
|