LifeGoal Wealth Advisors’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	$348K	Sell	7,104 -8,223	-54%	-$403K	0.33%	45
2025 Q1	$761K	Sell	15,327 -15,387	-50%	-$763K	0.82%	29
2024 Q4	$1.54M	Buy	+30,714	New	+$1.54M	1.67%	19