SWA
Sax Wealth Advisors’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 | $423K | Sell |
8,626
-10,873
| -56% | -$533K | 0.03% | 279 |
|
|
2025
Q1 | $968K | Buy |
19,499
+606
| +3% | +$30.1K | 0.07% | 144 |
|
|
2024
Q4 | $947K | Buy |
18,893
+171
| +0.9% | +$8.57K | 0.07% | 126 |
|
|
2024
Q3 | $957K | Buy |
18,722
+125
| +0.7% | +$6.39K | 0.09% | 96 |
|
|
2024
Q2 | $932K | Buy |
18,597
+275
| +2% | +$13.8K | 0.09% | 94 |
|
|
2024
Q1 | $927K | Buy |
18,322
+456
| +3% | +$23.1K | 0.11% | 74 |
|
|
2023
Q4 | $912K | Buy |
17,866
+159
| +0.9% | +$8.12K | 0.15% | 79 |
|
|
2023
Q3 | $852K | Buy |
17,707
+112
| +0.6% | +$5.39K | 0.17% | 77 |
|
|
2023
Q2 | $884K | Buy |
17,595
+105
| +0.6% | +$5.27K | 0.18% | 74 |
|
|
2023
Q1 | $886K | Buy |
17,490
+366
| +2% | +$18.5K | 0.19% | 69 |
|
|
2022
Q4 | $847K | Buy |
17,124
+125
| +0.7% | +$6.19K | 0.2% | 67 |
|
|
2022
Q3 | $818K | Buy |
+16,999
| New | +$818K | 0.21% | 66 |
|