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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Sell	2,984 -1,526	-34%	-$150K	0.02%	326
2025 Q1	$446K	Hold	4,510	–	–	0.03%	241
2024 Q4	$448K	Hold	4,510	–	–	0.03%	230
2024 Q3	$456K	Sell	4,510 -496	-10%	-$50.2K	0.04%	218
2024 Q2	$498K	Buy	+5,006	New	+$498K	0.05%	176