Luminvest Wealth Management LLC
Position in VTEI — VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
CIK 2036517
SCOTTSDALE, AZ
All Filings in VTEI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VTEI | $477,913 | 4,782 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 VTEI | $482,169 | 4,782 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 VTEI | $479,778 | 4,782 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 VTEI | $471,313 | 4,782 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 VTEI | $652,014 | 6,598 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 VTEI | $655,775 | 6,598 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 VTEI | $633,449 | 6,260 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 VTEI | $205,867 | 2,071 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 VTEI | $207,555 | 2,071 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||