LWA
MUNY

LifeGoal Wealth Advisors’s Vanguard New York Tax-Exempt Bond ETF MUNY Stock Holding History

LifeGoal Wealth Advisors’s Portfolio MUNY Stock Details MUNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$888K Buy
8,536
+68
+0.8% +$7.02K 0.41% 37
2026
Q1 		$867K Buy
+8,468
New +$878K 0.5% 33
2025
Q4 		– Hold
0
– – – 33

Other funds holding MUNY

RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $185M AUM 12.58% 1-Year Est. Return
SA
Strategic Advisors New York $457M AUM 21.35% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

LifeGoal Wealth Advisors's MUNY Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 0.8% in Q2 2026, buying an estimated $7.02K and bringing the position to 8,536 shares worth $888K. The position accounts for 0.41% of the portfolio, ranked #37.

LifeGoal Wealth Advisors first reported a position in MUNY in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold MUNY as of Q2 2026.

  • LifeGoal Wealth Advisors held 8,536 shares of Vanguard New York Tax-Exempt Bond ETF worth $888K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 68 Vanguard New York Tax-Exempt Bond ETF shares in Q2 2026, an estimated $7.02K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.41% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.