LWA
LWS Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $464K | Buy |
9,089
+2,698
| +42% | +$138K | 0.17% | 48 |
|
|
2023
Q3 | $307K | Buy |
+6,391
| New | +$307K | 0.13% | 47 |
|
|
2022
Q4 | – | Sell |
-476,081
| Closed | -$22.9M | – | 61 |
|
|
2022
Q3 | $22.9M | Buy |
+476,081
| New | +$22.9M | 8.78% | 2 |
|
|
2021
Q2 | – | Sell |
-189,981
| Closed | -$10.4M | – | 62 |
|
|
2021
Q1 | $10.4M | Sell |
189,981
-163,010
| -46% | -$8.91M | 4.71% | 6 |
|
|
2020
Q4 | $19.5M | Sell |
352,991
-26,165
| -7% | -$1.44M | 8.76% | 2 |
|
|
2020
Q3 | $20.6M | Buy |
379,156
+59,792
| +19% | +$3.26M | 10.14% | 2 |
|
|
2020
Q2 | $17.3M | Buy |
319,364
+16,104
| +5% | +$872K | 9.06% | 3 |
|
|
2020
Q1 | $16M | Sell |
303,260
-4,208
| -1% | -$223K | 10.45% | 2 |
|
|
2019
Q4 | $16.5M | Buy |
+307,468
| New | +$16.5M | 8.48% | 2 |
|