LPWM LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.26M | Buy |
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|
2025
Q2 | $3.12M | Buy |
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|
2025
Q1 | $778K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $845K | Sell |
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|
2024
Q2 | $835K | Buy |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $798K | Buy |
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|
2023
Q2 | $616K | Sell |
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|
2023
Q1 | $638K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $724K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $826K | Hold |
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|
2021
Q3 | $823K | Sell |
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|
2021
Q2 | $841K | Sell |
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|
2021
Q1 | $841K | Sell |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $800K | Sell |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $582K | Buy |
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