Elser Financial Planning’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	–	Sell	-9,445	Closed	-$933K	–	69
2025 Q1	$933K	Sell	9,445 -365	-4%	-$36.1K	1.29%	18
2024 Q4	$975K	Buy	9,810 +6,278	+178%	+$624K	0.06%	39
2024 Q3	$357K	Buy	+3,532	New	+$357K	0.52%	37