JFS 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	–	Sell	-4,195	Closed	-$415K	–	1978
2025 Q1	$415K	Buy	4,195 +1,000	+31%	+$98.8K	0.03%	214
2024 Q4	$318K	Buy	3,195 +1,945	+156%	+$193K	0.02%	245
2024 Q3	$126K	Buy	+1,250	New	+$126K	0.01%	337