Beacon Pointe Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,351
| Closed | -$726K | – | 1267 |
|
|
2025
Q1 | $726K | Buy |
7,351
+2,976
| +68% | +$294K | 0.01% | 723 |
|
|
2024
Q4 | $435K | Sell |
4,375
-1,199
| -22% | -$119K | ﹤0.01% | 863 |
|
|
2024
Q3 | $564K | Sell |
5,574
-969
| -15% | -$98.1K | 0.01% | 800 |
|
|
2024
Q2 | $650K | Buy |
+6,543
| New | +$650K | 0.01% | 781 |
|