LWM
LJI Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
31,753
+6,434
| +25% | +$315K | 0.27% | 42 |
|
|
2025
Q1 | $1.26M | Sell |
25,319
-261
| -1% | -$13K | 0.25% | 45 |
|
|
2024
Q4 | $1.28M | Buy |
25,580
+1,214
| +5% | +$60.9K | 0.25% | 43 |
|
|
2024
Q3 | $1.25M | Buy |
24,366
+1,594
| +7% | +$81.5K | 0.25% | 48 |
|
|
2024
Q2 | $1.14M | Buy |
22,772
+1,110
| +5% | +$55.6K | 0.25% | 49 |
|
|
2024
Q1 | $1.1M | Sell |
21,662
-2,377
| -10% | -$120K | 0.28% | 39 |
|
|
2023
Q4 | $1.23M | Sell |
24,039
-69,453
| -74% | -$3.55M | 0.32% | 39 |
|
|
2023
Q3 | $4.5M | Hold |
93,492
| – | – | 1.29% | 14 |
|
|
2023
Q2 | $4.7M | Hold |
93,492
| – | – | 1.37% | 14 |
|
|
2023
Q1 | $4.74M | Sell |
93,492
-1,000
| -1% | -$50.7K | 1.5% | 14 |
|
|
2022
Q4 | $4.68M | Buy |
+94,492
| New | +$4.68M | 1.64% | 14 |
|