LFS
Lutz Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7M | Sell |
1,259,230
-213,816
| -15% | -$10.5M | 4.79% | 5 |
|
|
2025
Q1 | $73.1M | Buy |
1,473,046
+72,496
| +5% | +$3.6M | 5.99% | 5 |
|
|
2024
Q4 | $70.2M | Buy |
1,400,550
+60,445
| +5% | +$3.03M | 5.68% | 5 |
|
|
2024
Q3 | $68.5M | Buy |
1,340,105
+57,546
| +4% | +$2.94M | 5.56% | 5 |
|
|
2024
Q2 | $64.3M | Buy |
1,282,559
+93,556
| +8% | +$4.69M | 5.6% | 5 |
|
|
2024
Q1 | $60.2M | Buy |
1,189,003
+137,794
| +13% | +$6.97M | 5.25% | 5 |
|
|
2023
Q4 | $53.7M | Sell |
1,051,209
-213,458
| -17% | -$10.9M | 5.03% | 5 |
|
|
2023
Q3 | $60.8M | Buy |
1,264,667
+195,660
| +18% | +$9.41M | 6.62% | 5 |
|
|
2023
Q2 | $53.7M | Buy |
1,069,007
+45,991
| +4% | +$2.31M | 5.77% | 5 |
|
|
2023
Q1 | $51.8M | Buy |
1,023,016
+279,559
| +38% | +$14.2M | 5.91% | 5 |
|
|
2022
Q4 | $36.8M | Buy |
743,457
+632,650
| +571% | +$31.3M | 4.52% | 5 |
|
|
2022
Q3 | $5.33M | Sell |
110,807
-25,117
| -18% | -$1.21M | 0.73% | 34 |
|
|
2022
Q2 | $6.79M | Buy |
+135,924
| New | +$6.79M | 0.9% | 30 |
|