LRWA
Long Run Wealth Advisors’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
Q1 | – | Sell |
-7,148
| Closed | -$358K | – | 109 |
|
|
2024
Q4 | $358K | Buy |
7,148
+1,498
| +27% | +$75.1K | 0.09% | 79 |
|
|
2024
Q3 | $289K | Buy |
5,650
+500
| +10% | +$25.6K | 0.07% | 85 |
|
|
2024
Q2 | $258K | Hold |
5,150
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $261K | Hold |
5,150
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $263K | Buy |
5,150
+250
| +5% | +$12.8K | 0.08% | 82 |
|
|
2023
Q3 | $236K | Buy |
+4,900
| New | +$236K | 0.08% | 79 |
|