SFA
Sequoia Financial 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 | $79.9M | Buy |
1,628,647
+17,085
| +1% | +$838K | 0.55% | 42 |
|
|
2025
Q1 | $80M | Buy |
1,611,562
+75,615
| +5% | +$3.75M | 0.62% | 34 |
|
|
2024
Q4 | $77M | Buy |
1,535,947
+11,404
| +0.7% | +$572K | 0.74% | 28 |
|
|
2024
Q3 | $77.9M | Buy |
1,524,543
+411
| +0% | +$21K | 0.84% | 23 |
|
|
2024
Q2 | $76.4M | Buy |
1,524,132
+24,657
| +2% | +$1.24M | 0.92% | 21 |
|
|
2024
Q1 | $75.9M | Buy |
1,499,475
+27,798
| +2% | +$1.41M | 0.94% | 20 |
|
|
2023
Q4 | $75.1M | Buy |
1,471,677
+243,088
| +20% | +$12.4M | 0.93% | 20 |
|
|
2023
Q3 | $59.1M | Buy |
1,228,589
+982
| +0.1% | +$47.2K | 1.04% | 22 |
|
|
2023
Q2 | $61.7M | Buy |
1,227,607
+124,755
| +11% | +$6.27M | 1.06% | 22 |
|
|
2023
Q1 | $55.9M | Buy |
1,102,852
+632,786
| +135% | +$32.1M | 1.24% | 17 |
|
|
2022
Q4 | $23.3M | Sell |
470,066
-352,466
| -43% | -$17.4M | 0.57% | 31 |
|
|
2022
Q3 | $39.6M | Buy |
822,532
+39,617
| +5% | +$1.91M | 1.25% | 18 |
|
|
2022
Q2 | $39.1M | Buy |
782,915
+98,711
| +14% | +$4.93M | 1.11% | 19 |
|
|
2022
Q1 | $35.3M | Buy |
684,204
+409,023
| +149% | +$21.1M | 0.88% | 24 |
|
|
2021
Q4 | $15.1M | Buy |
275,181
+208,388
| +312% | +$11.4M | 0.41% | 38 |
|
|
2021
Q3 | $3.66M | Sell |
66,793
-98,910
| -60% | -$5.42M | 0.37% | 46 |
|
|
2021
Q2 | $9.16M | Buy |
165,703
+144,321
| +675% | +$7.98M | 0.33% | 52 |
|
|
2021
Q1 | $1.17M | Buy |
21,382
+6,372
| +42% | +$348K | 0.05% | 175 |
|
|
2020
Q4 | $828K | Buy |
+15,010
| New | +$828K | 0.04% | 199 |
|
|
2016
Q4 | – | Sell |
-33,238
| Closed | -$1.74M | – | 284 |
|
|
2016
Q3 | $1.74M | Buy |
+33,238
| New | +$1.74M | 0.32% | 56 |
|