LifePlan Investment 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 | $4.22M | Buy |
86,045
+494
| +0.6% | +$24.2K | 2.1% | 15 |
|
|
2025
Q1 | $4.25M | Buy |
85,551
+2,321
| +3% | +$115K | 2.44% | 12 |
|
|
2024
Q4 | $4.17M | Buy |
83,230
+18,058
| +28% | +$905K | 2.58% | 10 |
|
|
2024
Q3 | $3.33M | Buy |
65,172
+7,318
| +13% | +$374K | 2.13% | 17 |
|
|
2024
Q2 | $2.9M | Buy |
57,854
+2,641
| +5% | +$132K | 2.09% | 18 |
|
|
2024
Q1 | $2.79M | Buy |
55,213
+4,119
| +8% | +$208K | 2.23% | 17 |
|
|
2023
Q4 | $2.61M | Sell |
51,094
-1,067
| -2% | -$54.5K | 2.39% | 16 |
|
|
2023
Q3 | $2.51M | Buy |
52,161
+5,793
| +12% | +$279K | 2.67% | 13 |
|
|
2023
Q2 | $2.33M | Buy |
+46,368
| New | +$2.33M | 2.6% | 16 |
|