Life Planning Partners’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
$1.58M Buy
2025
Q2
$1.5M Buy
2025
Q1
$1.42M Buy
2024
Q4
$1.39M Sell
2024
Q3
$1.93M Sell
2024
Q2
$2M Sell
2024
Q1
$2.2M Sell
2023
Q4
$2.43M Buy
2022
Q3
$4.49M Buy
2022
Q2
$4.54M Sell
2022
Q1
$5.09M Buy
2021
Q4
$5.12M Buy