LJI Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
2025
Q1
$1.26M Sell
2024
Q4
$1.28M Buy
2024
Q3
$1.25M Buy
2024
Q2
$1.14M Buy
2024
Q1
$1.1M Sell
2023
Q4
$1.23M Sell
2023
Q3
$4.5M Hold
2023
Q2
$4.7M Hold
2023
Q1
$4.74M Sell
2022
Q4
$4.68M Buy