Lifeworks 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
$516K Sell
10,532
-527
-5% -$25.8K 0.08% 191
2025
Q1
$549K Buy
11,059
+164
+2% +$8.14K 0.09% 173
2024
Q4
$546K Buy
10,895
+1,290
+13% +$64.7K 0.1% 157
2024
Q3
$491K Buy
+9,605
New +$491K 0.1% 163