SWMG LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,215
| Closed | -$206K | – | 139 |
|
|
2025
Q1 | $206K | Sell |
4,215
-625
| -13% | -$30.5K | 0.08% | 110 |
|
|
2024
Q4 | $242K | Sell |
4,840
-114
| -2% | -$5.7K | 0.1% | 105 |
|
|
2024
Q3 | $249K | Buy |
+4,954
| New | +$249K | 0.1% | 103 |
|
|
2022
Q1 | – | Sell |
-5,537
| Closed | -$304K | – | 71 |
|
|
2021
Q4 | $304K | Sell |
5,537
-1,794
| -24% | -$98.5K | 0.16% | 62 |
|
|
2021
Q3 | $402K | Buy |
7,331
+2,347
| +47% | +$129K | 0.23% | 54 |
|
|
2021
Q2 | $276K | Sell |
4,984
-5,803
| -54% | -$321K | 0.16% | 56 |
|
|
2021
Q1 | $589K | Buy |
10,787
+1,215
| +13% | +$66.3K | 0.4% | 41 |
|
|
2020
Q4 | $530K | Buy |
+9,572
| New | +$530K | 0.39% | 41 |
|