Sax Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $329K | Sell |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $947K | Buy |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $932K | Buy |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $884K | Buy |
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|
2023
Q1 | $886K | Buy |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $818K | Buy |
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