SAI
Savvy Advisors Inc’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 | $2.73M | Sell |
55,674
-7,649
| -12% | -$375K | 0.18% | 82 |
|
|
2025
Q1 | $3.14M | Buy |
63,323
+9,679
| +18% | +$480K | 0.32% | 60 |
|
|
2024
Q4 | $2.69M | Buy |
53,644
+42,488
| +381% | +$2.13M | 0.32% | 53 |
|
|
2024
Q3 | $570K | Sell |
11,156
-1,278
| -10% | -$65.3K | 0.12% | 166 |
|
|
2024
Q2 | $623K | Sell |
12,434
-6,987
| -36% | -$350K | 0.2% | 112 |
|
|
2024
Q1 | $983K | Buy |
+19,421
| New | +$983K | 0.57% | 42 |
|