Sagespring Wealth Partners’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	$13.5M	Sell	275,544 -71,098	-21%	-$3.49M	0.29%	51
2025 Q1	$17.2M	Sell	346,642 -517,311	-60%	-$25.7M	0.43%	40
2024 Q4	$43.3M	Buy	+863,953	New	+$43.3M	1.14%	21