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
Q4 | $9.17M | Buy |
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2025
Q3 | $5.5M | Buy |
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|
2025
Q2 | $896K | Buy |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $696K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $257K | Buy |
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