SAM
Sawgrass Asset Management’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 | $396K | Sell |
8,085
-1,360
| -14% | -$66.7K | 0.05% | 136 |
|
|
2025
Q1 | $469K | Hold |
9,445
| – | – | 0.06% | 124 |
|
|
2024
Q4 | $473K | Hold |
9,445
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $483K | Buy |
9,445
+3,940
| +72% | +$201K | 0.05% | 128 |
|
|
2024
Q2 | $276K | Hold |
5,505
| – | – | 0.03% | 161 |
|
|
2024
Q1 | $279K | Hold |
5,505
| – | – | 0.03% | 168 |
|
|
2023
Q4 | $281K | Hold |
5,505
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $265K | Hold |
5,505
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $276K | Hold |
5,505
| – | – | 0.03% | 158 |
|
|
2023
Q1 | $279K | Hold |
5,505
| – | – | 0.04% | 152 |
|
|
2022
Q4 | $272K | Buy |
+5,505
| New | +$272K | 0.04% | 147 |
|