Kestra Private Wealth Services’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	$399K	Buy	4,046 +20	+0.5%	+$1.97K	0.01%	1132
2025 Q1	$398K	Buy	4,026 +172	+4%	+$17K	0.01%	1070
2024 Q4	$383K	Buy	3,854 +862	+29%	+$85.7K	0.01%	1041
2024 Q3	$303K	Buy	2,992 +803	+37%	+$81.3K	0.01%	1081
2024 Q2	$218K	Buy	+2,189	New	+$218K	﹤0.01%	1199