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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.82M Buy
89,476
+1,274
+1% +$126K 0.92% 25
2025
Q1 		$8.72M Buy
88,202
+7,747
+10% +$766K 0.99% 25
2024
Q4 		$8M Buy
80,455
+447
+0.6% +$44.4K 0.9% 26
2024
Q3 		$8.1M Buy
+80,008
New +$8.1M 0.9% 27