Genesis Private Wealth’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$881K Buy
2025
Q2
$804K Sell
2025
Q1
$869K Sell
2024
Q4
$875K Buy