Heartwood Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Heartwood Wealth Advisors’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
2025 Q3	$9.19M	Buy
2025 Q2	$8.82M	Buy
2025 Q1	$8.72M	Buy
2024 Q4	$8M	Buy
2024 Q3	$8.1M	Buy