Life Planning Partners’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 | $1.5M | Buy |
30,557
+1,870
| +7% | +$91.7K | 1.19% | 22 |
|
|
2025
Q1 | $1.42M | Buy |
28,687
+1,000
| +4% | +$49.6K | 1.29% | 19 |
|
|
2024
Q4 | $1.39M | Sell |
27,687
-10,074
| -27% | -$505K | 1.28% | 18 |
|
|
2024
Q3 | $1.93M | Sell |
37,761
-2,165
| -5% | -$111K | 1.72% | 14 |
|
|
2024
Q2 | $2M | Sell |
39,926
-3,620
| -8% | -$181K | 1.82% | 14 |
|
|
2024
Q1 | $2.2M | Sell |
43,546
-4,090
| -9% | -$207K | 2.19% | 12 |
|
|
2023
Q4 | $2.43M | Buy |
+47,636
| New | +$2.43M | 2.39% | 9 |
|
|
2022
Q3 | $4.49M | Buy |
93,236
+2,266
| +2% | +$109K | 5.14% | 6 |
|
|
2022
Q2 | $4.54M | Sell |
90,970
-7,843
| -8% | -$391K | 5.1% | 5 |
|
|
2022
Q1 | $5.1M | Buy |
98,813
+5,546
| +6% | +$286K | 5.19% | 5 |
|
|
2021
Q4 | $5.12M | Buy |
+93,267
| New | +$5.12M | 5.15% | 5 |
|