LRI Investments’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 | $208K | Sell |
4,236
-62
| -1% | -$3.04K | 0.02% | 279 |
|
|
2025
Q1 | $213K | Buy |
4,298
+338
| +9% | +$16.8K | 0.02% | 252 |
|
|
2024
Q4 | $199K | Buy |
3,960
+219
| +6% | +$11K | 0.02% | 271 |
|
|
2024
Q3 | $188K | Buy |
3,741
+195
| +5% | +$9.82K | 0.02% | 291 |
|
|
2024
Q2 | $178K | Buy |
3,546
+121
| +4% | +$6.06K | 0.02% | 274 |
|
|
2024
Q1 | $173K | Buy |
+3,425
| New | +$173K | 0.04% | 140 |
|