Lumature Wealth Partners’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
2022
Q4
Sell
2022
Q3
$330K Sell
2022
Q2
$484K Sell
2022
Q1
$545K Sell
2021
Q4
$875K Sell
2021
Q3
$1.21M Sell
2021
Q2
$2.68M Buy
2021
Q1
$2.65M Buy