SPWG
Sage Private Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-941
| Closed | -$45K | – | 179 |
|
|
2022
Q3 | $45K | Hold |
941
| – | – | 0.06% | 86 |
|
|
2022
Q2 | $47K | Hold |
941
| – | – | 0.07% | 84 |
|
|
2022
Q1 | $49K | Hold |
941
| – | – | 0.05% | 88 |
|
|
2021
Q4 | $51K | Hold |
941
| – | – | 0.06% | 87 |
|
|
2021
Q3 | $52K | Hold |
941
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $52K | Hold |
941
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $51K | Hold |
941
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $52K | Buy |
+941
| New | +$52K | 0.15% | 69 |
|