Avantax Planning Partners’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17M Sell
2025
Q2
$16.9M Buy
2025
Q1
$2.04M Buy
2024
Q4
$586K Buy