SWMG LLC’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
$202K Buy
2025
Q2
Sell
2025
Q1
$206K Sell
2024
Q4
$242K Sell
2024
Q3
$249K Buy
2022
Q1
Sell
2021
Q4
$304K Sell
2021
Q3
$402K Buy
2021
Q2
$276K Sell
2021
Q1
$589K Buy
2020
Q4
$530K Buy