Atria Investments’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.78M	Buy	48,483 +4,562	+10%	+$450K	0.06%	394
2025 Q1	$4.34M	Buy	43,921 +22,288	+103%	+$2.2M	0.06%	417
2024 Q4	$2.15M	Buy	21,633 +12,991	+150%	+$1.29M	0.03%	653
2024 Q3	$874K	Buy	+8,642	New	+$874K	0.01%	1040