Sugarloaf Wealth Management’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
2023 Q2	–	Sell	-1,923	Closed	-$97.4K	–	720
2023 Q1	$97.4K	Hold	1,923	–	–	0.02%	201
2022 Q4	$95.2K	Hold	1,923	–	–	0.02%	199
2022 Q3	$93K	Hold	1,923	–	–	0.02%	202
2022 Q2	$96K	Hold	1,923	–	–	0.02%	191
2022 Q1	$99K	Hold	1,923	–	–	0.02%	189
2021 Q4	$106K	Sell	1,923 -1	-0.1%	-$55	0.03%	194
2021 Q3	$105K	Sell	1,924 -48	-2%	-$2.65K	0.03%	188
2021 Q2	$109K	Buy	1,972 +1	+0.1%	+$55	0.03%	177
2021 Q1	$108	Sell	1,971 -67	-3%	-$3.68K	0.03%	178
2020 Q4	$112K	Sell	2,038 -59	-3%	-$3.22K	0.04%	168
2020 Q3	$114K	Sell	2,097 -49	-2%	-$2.67K	0.04%	147
2020 Q2	$116K	Sell	2,146 -26	-1%	-$1.39K	0.04%	149
2020 Q1	$115K	Buy	2,172 +1	+0%	+$54	0.05%	144
2019 Q4	$116K	Buy	+2,171	New	+$116K	0.05%	162