LifePro Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,982
| Closed | -$505K | – | 143 |
|
|
2024
Q1 | $505K | Sell |
9,982
-80
| -0.8% | -$4.05K | 0.33% | 66 |
|
|
2023
Q4 | $514K | Hold |
10,062
| – | – | 0.4% | 57 |
|
|
2023
Q3 | $484K | Buy |
10,062
+64
| +0.6% | +$3.08K | 0.4% | 55 |
|
|
2023
Q2 | $502K | Buy |
9,998
+199
| +2% | +$9.99K | 0.39% | 56 |
|
|
2023
Q1 | $485K | Hold |
9,799
| – | – | 0.35% | 67 |
|
|
2022
Q4 | $485K | Buy |
9,799
+12
| +0.1% | +$594 | 0.35% | 67 |
|
|
2022
Q3 | $471K | Hold |
9,787
| – | – | 0.27% | 44 |
|
|
2022
Q2 | $489K | Buy |
9,787
+311
| +3% | +$15.5K | 0.25% | 69 |
|
|
2022
Q1 | $488K | Hold |
9,476
| – | – | 0.18% | 74 |
|
|
2021
Q4 | $520K | Buy |
+9,476
| New | +$520K | 0.15% | 69 |
|