Sage Mountain Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
2025
Q1
$446K Hold
2024
Q4
$448K Hold
2024
Q3
$456K Sell
2024
Q2
$498K Buy