Avantax Planning Partners’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	$16.9M	Buy	171,041 +150,395	+728%	+$14.8M	0.53%	33
2025 Q1	$2.04M	Buy	20,646 +14,747	+250%	+$1.46M	0.07%	126
2024 Q4	$586K	Buy	+5,899	New	+$586K	0.02%	234