Lockerman Financial Group’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 | $888K | Hold |
18,113
| – | – | 1.2% | 18 |
|
|
2025
Q1 | $899K | Sell |
18,113
-1,028
| -5% | -$51K | 1.36% | 15 |
|
|
2024
Q4 | $960K | Buy |
19,141
+278
| +1% | +$13.9K | 1.63% | 13 |
|
|
2024
Q3 | $964K | Buy |
18,863
+879
| +5% | +$44.9K | 1.63% | 13 |
|
|
2024
Q2 | $901K | Hold |
17,984
| – | – | 1.63% | 14 |
|
|
2024
Q1 | $910K | Buy |
17,984
+419
| +2% | +$21.2K | 1.74% | 10 |
|
|
2023
Q4 | $897K | Buy |
17,565
+367
| +2% | +$18.7K | 2.07% | 10 |
|
|
2023
Q3 | $827K | Buy |
17,198
+4,454
| +35% | +$214K | 2.23% | 9 |
|
|
2023
Q2 | $640K | Buy |
12,744
+358
| +3% | +$18K | 1.78% | 15 |
|
|
2023
Q1 | $627K | Buy |
12,386
+75
| +0.6% | +$3.8K | 1.73% | 16 |
|
|
2022
Q4 | $609K | Buy |
12,311
+330
| +3% | +$16.3K | 1.78% | 16 |
|
|
2022
Q3 | $577K | Buy |
+11,981
| New | +$577K | 1.66% | 18 |
|