SWM
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SpringVest Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SpringVest Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$517K Sell
10,553
-247
-2% -$12.1K 0.42% 39
2025
Q1 		$536K Hold
10,800
– – 0.44% 35
2024
Q4 		$541K Buy
+10,800
New +$541K 0.46% 34