LPAM
Lodestar Private Asset 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 | $720K | Sell |
14,675
-5,711
| -28% | -$280K | 0.08% | 117 |
|
|
2025
Q1 | $1.01M | Buy |
20,386
+1,225
| +6% | +$60.8K | 0.13% | 98 |
|
|
2024
Q4 | $961K | Buy |
19,161
+422
| +2% | +$21.2K | 0.12% | 103 |
|
|
2024
Q3 | $958K | Buy |
18,739
+1,960
| +12% | +$100K | 0.12% | 99 |
|
|
2024
Q2 | $841K | Sell |
16,779
-299
| -2% | -$15K | 0.12% | 103 |
|
|
2024
Q1 | $864K | Buy |
17,078
+137
| +0.8% | +$6.93K | 0.12% | 103 |
|
|
2023
Q4 | $865K | Sell |
16,941
-7,585
| -31% | -$387K | 0.13% | 98 |
|
|
2023
Q3 | $1.18M | Buy |
24,526
+6,514
| +36% | +$313K | 0.2% | 81 |
|
|
2023
Q2 | $905K | Buy |
18,012
+486
| +3% | +$24.4K | 0.15% | 94 |
|
|
2023
Q1 | $888K | Buy |
17,526
+5,244
| +43% | +$266K | 0.16% | 96 |
|
|
2022
Q4 | $608K | Buy |
+12,282
| New | +$608K | 0.12% | 110 |
|