SAG
SageView Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
50,859
-35,870
| -41% | -$1.74M | 0.09% | 120 |
|
|
2025
Q1 | $4.3M | Sell |
86,729
-764
| -0.9% | -$37.9K | 0.18% | 62 |
|
|
2024
Q4 | $4.39M | Buy |
87,493
+10,158
| +13% | +$509K | 0.19% | 69 |
|
|
2024
Q3 | $3.95M | Buy |
+77,335
| New | +$3.95M | 0.2% | 67 |
|
|
2024
Q2 | – | Sell |
-36,377
| Closed | -$5.92M | – | 72 |
|
|
2024
Q1 | $5.92M | Buy |
+36,377
| New | +$5.92M | 0.3% | 45 |
|
|
2023
Q4 | – | Sell |
-159,088
| Closed | -$7.65M | – | 91 |
|
|
2023
Q3 | $7.65M | Buy |
159,088
+270
| +0.2% | +$13K | 0.44% | 33 |
|
|
2023
Q2 | $7.98M | Buy |
158,818
+3,091
| +2% | +$155K | 0.44% | 33 |
|
|
2023
Q1 | $7.89M | Sell |
155,727
-673
| -0.4% | -$34.1K | 0.5% | 33 |
|
|
2022
Q4 | $7.74M | Buy |
+156,400
| New | +$7.74M | 0.63% | 34 |
|