LPWM LLC’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 | $3.12M | Buy |
63,677
+47,996
| +306% | +$2.35M | 0.91% | 23 |
|
|
2025
Q1 | $778K | Sell |
15,681
-1,111
| -7% | -$55.1K | 0.25% | 41 |
|
|
2024
Q4 | $842K | Buy |
16,792
+245
| +1% | +$12.3K | 0.27% | 40 |
|
|
2024
Q3 | $845K | Sell |
16,547
-72
| -0.4% | -$3.68K | 0.28% | 39 |
|
|
2024
Q2 | $835K | Buy |
16,619
+637
| +4% | +$32K | 0.29% | 40 |
|
|
2024
Q1 | $796K | Sell |
15,982
-53
| -0.3% | -$2.64K | 0.29% | 36 |
|
|
2023
Q4 | $815K | Sell |
16,035
-697
| -4% | -$35.4K | 0.32% | 37 |
|
|
2023
Q3 | $798K | Buy |
16,732
+4,445
| +36% | +$212K | 0.36% | 34 |
|
|
2023
Q2 | $616K | Sell |
12,287
-297
| -2% | -$14.9K | 0.27% | 36 |
|
|
2023
Q1 | $638K | Buy |
12,584
+2,006
| +19% | +$102K | 0.31% | 34 |
|
|
2022
Q4 | $531K | Sell |
10,578
-4,470
| -30% | -$225K | 0.29% | 34 |
|
|
2022
Q3 | $724K | Sell |
15,048
-7,999
| -35% | -$385K | 0.43% | 31 |
|
|
2022
Q2 | $1.16M | Buy |
23,047
+3,651
| +19% | +$183K | 0.64% | 25 |
|
|
2022
Q1 | $992K | Buy |
19,396
+4,350
| +29% | +$222K | 0.49% | 30 |
|
|
2021
Q4 | $826K | Hold |
15,046
| – | – | 0.44% | 30 |
|
|
2021
Q3 | $823K | Sell |
15,046
-125
| -0.8% | -$6.84K | 0.49% | 25 |
|
|
2021
Q2 | $841K | Sell |
15,171
-225
| -1% | -$12.5K | 0.5% | 25 |
|
|
2021
Q1 | $841K | Sell |
15,396
-150
| -1% | -$8.19K | 0.57% | 24 |
|
|
2020
Q4 | $858K | Buy |
15,546
+829
| +6% | +$45.8K | 0.64% | 23 |
|
|
2020
Q3 | $800K | Sell |
14,717
-42
| -0.3% | -$2.28K | 0.65% | 25 |
|
|
2020
Q2 | $799K | Buy |
14,759
+3,751
| +34% | +$203K | 0.73% | 24 |
|
|
2020
Q1 | $582K | Buy |
+11,008
| New | +$582K | 0.63% | 22 |
|