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Choreo LLC’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Choreo LLC’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,959
Closed -$502K – 1750
2024
Q3 		$502K Buy
+4,959
New +$498K 0.01% 902

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SJGA
Stephen J. Garry & Associates Garden City, New York $124M AUM 18.56% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Choreo LLC's VTEI Position: Q4 2024 in Review

Choreo LLC sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2024, closing a stake of 4,959 shares — an estimated $502K sold.

Choreo LLC first reported a position in VTEI in Q3 2024 and held it in 1 quarter. The position peaked at $502K in Q3 2024. 61 funds tracked by Wall St. Rank hold VTEI as of Q4 2024.

  • Choreo LLC reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Choreo LLC sold 4,959 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $502K.
  • Choreo LLC first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and held it in 1 quarter.
  • Choreo LLC's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $502K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Choreo LLC's 13F filing for Q4 2024, filed 27 Jan 2025.