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Fiducient Advisors and O'Rourke & Co. sold VTEB shares, but SageView Advisory Group increased its stake by 13.1%.
Fiducient Advisors and O Rourke & Company sold shares of Vanguard Tax-Exempt Bond ETF (VTEB), reducing their holdings, while SageView Advisory Group increased its stake by 13.1%.
VTEB, which invests in tax-exempt bonds issued by state and local governments, saw mixed performance in the fourth quarter.
The ETF's interest income is exempt from US federal taxes.
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Fiducient Advisors y O'Rourke & Co. vendieron acciones VTEB, pero SageView Advisory Group aumentó su participación en un 13,1%.