LWP
Lumature Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,860
| Closed | -$330K | – | 404 |
|
|
2022
Q3 | $330K | Sell |
6,860
-2,845
| -29% | -$137K | 0.18% | 97 |
|
|
2022
Q2 | $484K | Sell |
9,705
-860
| -8% | -$42.9K | 0.22% | 76 |
|
|
2022
Q1 | $545K | Sell |
10,565
-5,375
| -34% | -$277K | 0.22% | 88 |
|
|
2021
Q4 | $875K | Sell |
15,940
-6,206
| -28% | -$341K | 0.34% | 68 |
|
|
2021
Q3 | $1.21M | Sell |
22,146
-26,350
| -54% | -$1.44M | 0.5% | 41 |
|
|
2021
Q2 | $2.68M | Buy |
48,496
+50
| +0.1% | +$2.77K | 1.11% | 15 |
|
|
2021
Q1 | $2.65M | Buy |
+48,446
| New | +$2.65M | 1.39% | 15 |
|