LCM
Liberty Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
123,569
+8,312
| +7% | +$408K | 1.22% | 26 |
|
|
2025
Q1 | $5.72M | Buy |
115,257
+4,742
| +4% | +$235K | 1.27% | 24 |
|
|
2024
Q4 | $5.54M | Buy |
110,515
+2,628
| +2% | +$132K | 1.23% | 24 |
|
|
2024
Q3 | $5.52M | Buy |
107,887
+2,281
| +2% | +$117K | 1.22% | 25 |
|
|
2024
Q2 | $5.29M | Sell |
105,606
-3,103
| -3% | -$155K | 1.26% | 22 |
|
|
2024
Q1 | $5.5M | Buy |
108,709
+3,125
| +3% | +$158K | 1.36% | 21 |
|
|
2023
Q4 | $5.39M | Buy |
105,584
+12,938
| +14% | +$660K | 1.41% | 22 |
|
|
2023
Q3 | $4.46M | Buy |
92,646
+43,306
| +88% | +$2.08M | 1.32% | 24 |
|
|
2023
Q2 | $2.48M | Buy |
49,340
+1,681
| +4% | +$84.4K | 0.74% | 44 |
|
|
2023
Q1 | $2.41M | Sell |
47,659
-8,505
| -15% | -$431K | 0.79% | 42 |
|
|
2022
Q4 | $2.78M | Sell |
56,164
-9,118
| -14% | -$451K | 0.96% | 34 |
|
|
2022
Q3 | $3.14M | Sell |
65,282
-3,929
| -6% | -$189K | 1.18% | 27 |
|
|
2022
Q2 | $3.46M | Sell |
69,211
-90,571
| -57% | -$4.52M | 1.23% | 26 |
|
|
2022
Q1 | $8.24M | Buy |
159,782
+2,145
| +1% | +$111K | 2.41% | 12 |
|
|
2021
Q4 | $8.66M | Buy |
157,637
+72,935
| +86% | +$4M | 2.34% | 12 |
|
|
2021
Q3 | $4.64M | Buy |
84,702
+4,253
| +5% | +$233K | 1.37% | 23 |
|
|
2021
Q2 | $4.45M | Buy |
80,449
+22,321
| +38% | +$1.23M | 1.35% | 25 |
|
|
2021
Q1 | $3.18M | Buy |
58,128
+6,889
| +13% | +$376K | 1.1% | 32 |
|
|
2020
Q4 | $2.83M | Buy |
+51,239
| New | +$2.83M | 1.02% | 32 |
|
|
2020
Q2 | $302K | Buy |
+5,574
| New | +$302K | 0.13% | 105 |
|