Sage Mountain Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
18,277
+39
| +0.2% | +$1.91K | 0.06% | 159 |
|
|
2025
Q1 | $905K | Buy |
18,238
+2,022
| +12% | +$100K | 0.07% | 134 |
|
|
2024
Q4 | $813K | Buy |
16,216
+2,607
| +19% | +$131K | 0.06% | 144 |
|
|
2024
Q3 | $696K | Buy |
+13,609
| New | +$696K | 0.06% | 151 |
|
|
2022
Q1 | – | Sell |
-4,650
| Closed | -$255K | – | 710 |
|
|
2021
Q4 | $255K | Hold |
4,650
| – | – | 0.03% | 471 |
|
|
2021
Q3 | $255K | Hold |
4,650
| – | – | 0.04% | 387 |
|
|
2021
Q2 | $257K | Hold |
4,650
| – | – | 0.04% | 340 |
|
|
2021
Q1 | $254K | Hold |
4,650
| – | – | 0.05% | 257 |
|
|
2020
Q4 | $257K | Buy |
+4,650
| New | +$257K | 0.08% | 150 |
|