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Keystone Financial Group (Georgia)’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Keystone Financial Group (Georgia)’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
Q1 		– Sell
-551
Closed -$54.7K – 171
2024
Q4 		$54.7K Buy
+551
New +$55.1K 0.04% 93

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EH
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Cetera Investment Advisers
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Bank of America
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ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VTEI Position: Q1 2025 in Review

Keystone Financial Group (Georgia) sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q1 2025, closing a stake of 551 shares — an estimated $54.7K sold.

Keystone Financial Group (Georgia) first reported a position in VTEI in Q4 2024 and held it in 1 quarter. The position peaked at $54.7K in Q4 2024. 77 funds tracked by Wall St. Rank hold VTEI as of Q1 2025.

  • Keystone Financial Group (Georgia) reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 551 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q1 2025, an estimated $54.7K.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Group (Georgia)'s Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $54.7K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q1 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2025, filed 7 May 2025.