Sage Mountain Advisors’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
Q3
$5.5M Buy
2025
Q2
$896K Buy
2025
Q1
$905K Buy
2024
Q4
$813K Buy
2024
Q3
$696K Buy
2022
Q1
Sell
2021
Q4
$255K Hold
2021
Q3
$255K Hold
2021
Q2
$257K Hold
2021
Q1
$254K Hold
2020
Q4
$257K Buy