Corient Private Wealth’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
$288K Buy
2,919
+61
+2% +$6.01K ﹤0.01% 2101
2025
Q1
$282K Buy
2,858
+8
+0.3% +$791 ﹤0.01% 1885
2024
Q4
$283K Buy
+2,850
New +$283K ﹤0.01% 1920