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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 5.7k 51.12
2024-06-30 $303k 6.0k 50.11
2024-03-31 $320k 6.3k 50.60

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Management
Wealthfront Advisers
Creative Planning
Raymond James & Associates
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Sei Investments
Bank of America Corporation
Mercer Global Advisors
Franklin Resources

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd