SWA
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SFMG 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
$567K Buy
11,558
+4,032
+54% +$198K 0.04% 141
2025
Q1
$373K Buy
+7,526
New +$373K 0.03% 174
2021
Q3
Sell
-8,249
Closed -$456K 276
2021
Q2
$456K Buy
+8,249
New +$456K 0.05% 161