Luminvest Wealth Management’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 | $20.5M | Buy |
418,936
+43,452
| +12% | +$2.13M | 7.35% | 4 |
|
|
2025
Q1 | $18.6M | Sell |
375,484
-59,953
| -14% | -$2.97M | 7.68% | 4 |
|
|
2024
Q4 | $21.8M | Buy |
435,437
+62,737
| +17% | +$3.15M | 8.81% | 4 |
|
|
2024
Q3 | $19M | Buy |
372,700
+7,266
| +2% | +$370K | 7.87% | 4 |
|
|
2024
Q2 | $18.6M | Buy |
365,434
+24,304
| +7% | +$1.23M | 8.71% | 4 |
|
|
2024
Q1 | $17.4M | Sell |
341,130
-13,089
| -4% | -$666K | 10.93% | 4 |
|
|
2023
Q4 | $18M | Buy |
+354,219
| New | +$18M | 11.79% | 4 |
|