Lokken Investment 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 | $1.23M | Buy |
25,001
+4,818
| +24% | +$236K | 0.47% | 58 |
|
|
2025
Q1 | $1M | Buy |
20,183
+295
| +1% | +$14.6K | 0.42% | 62 |
|
|
2024
Q4 | $997K | Buy |
19,888
+2,550
| +15% | +$128K | 0.43% | 65 |
|
|
2024
Q3 | $886K | Buy |
17,338
+961
| +6% | +$49.1K | 0.37% | 67 |
|
|
2024
Q2 | $821K | Buy |
16,377
+3,434
| +27% | +$172K | 0.39% | 67 |
|
|
2024
Q1 | $655K | Buy |
12,943
+730
| +6% | +$36.9K | 0.33% | 71 |
|
|
2023
Q4 | $623K | Buy |
12,213
+6,417
| +111% | +$328K | 0.35% | 69 |
|
|
2023
Q3 | $279K | Buy |
+5,796
| New | +$279K | 0.18% | 103 |
|