Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7M | Sell |
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|
2025
Q1 | $73.1M | Buy |
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|
2024
Q4 | $70.2M | Buy |
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|
2024
Q3 | $68.5M | Buy |
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|
2024
Q2 | $64.3M | Buy |
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|
2024
Q1 | $60.2M | Buy |
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|
2023
Q4 | $53.7M | Sell |
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|
2023
Q3 | $60.8M | Buy |
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|
2023
Q2 | $53.7M | Buy |
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|
2023
Q1 | $51.8M | Buy |
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|
2022
Q4 | $36.8M | Buy |
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|
2022
Q3 | $5.33M | Sell |
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|
2022
Q2 | $6.79M | Buy |
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