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Lucia Wealth Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lucia Wealth Services’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-32,146
Closed -$1.68M – 195
2019
Q1 		$1.68M Buy
32,146
+2,996
+10% +$156K 0.57% 39
2018
Q4 		$1.49M Sell
29,150
-9,187
-24% -$469K 0.7% 35
2018
Q3 		$1.94M Buy
+38,337
New +$1.94M 0.6% 41