Sovereign Financial Group’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 | $319K | Buy |
|
|||||
|
2025
Q2 | $272K | Buy |
|
|||||
|
2025
Q1 | $242K | Sell |
|
|||||
|
2024
Q4 | $247K | Sell |
|
|||||
|
2024
Q3 | $265K | Sell |
|
|||||
|
2024
Q2 | $264K | Sell |
|
|||||
|
2024
Q1 | $285K | Buy |
|
|||||
|
2023
Q4 | $273K | Sell |
|
|||||
|
2023
Q3 | $281K | Sell |
|
|||||
|
2023
Q2 | $674K | Buy |
|
|||||
|
2023
Q1 | $679K | Buy |
|
|||||
|
2022
Q4 | $644K | Sell |
|
|||||
|
2022
Q3 | $885K | Sell |
|
|||||
|
2022
Q2 | $933K | Sell |
|
|||||
|
2022
Q1 | $972K | Buy |
|
|||||
|
2021
Q4 | $734K | Buy |
|
|||||
|
2021
Q3 | $439K | Buy |
|
|||||
|
2021
Q2 | $434K | Hold |
|
|||||
|
2021
Q1 | $434K | Buy |
|
|||||
|
2020
Q4 | $286K | Buy |
|