LWA
MUNY icon

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
Q3 		$208K Sell
2,132
-6,404
-75% -$648K 0.06% 203
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 12.65% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPA
Compass Planning Associates Greenfield, Massachusetts $191M AUM 5.98% 1-Year Est. Return
M
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
SA
Strategic Advisors New York $475M AUM 19.08% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

LifeGoal Wealth Advisors's MUNY Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its Vanguard New York Tax-Exempt Bond ETF (MUNY) stake by 75% in Q3 2026, selling an estimated $648K and leaving 2,132 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #203.

LifeGoal Wealth Advisors first reported a position in MUNY in Q1 2026 and has held it in 3 quarters since. The position peaked at $888K in Q2 2026. 13 funds tracked by Wall St. Rank hold MUNY as of Q3 2026.

  • LifeGoal Wealth Advisors held 2,132 shares of Vanguard New York Tax-Exempt Bond ETF worth $208K as of Q3 2026.
  • LifeGoal Wealth Advisors sold 6,404 Vanguard New York Tax-Exempt Bond ETF shares in Q3 2026, an estimated $648K.
  • Vanguard New York Tax-Exempt Bond ETF made up 0.06% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard New York Tax-Exempt Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Vanguard New York Tax-Exempt Bond ETF position peaked at $888K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Vanguard New York Tax-Exempt Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.