EverSource Wealth Advisors’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	$185K	Sell	1,881 -1,858	-50%	-$183K	0.01%	885
2025 Q1	$370K	Sell	3,739 -5,386	-59%	-$532K	0.02%	452
2024 Q4	$907K	Buy	+9,125	New	+$907K	0.05%	258