Luminvest Wealth Management’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 | $471K | Sell |
4,782
-1,816
| -28% | -$179K | 0.17% | 28 |
|
|
2025
Q1 | $652K | Hold |
6,598
| – | – | 0.27% | 21 |
|
|
2024
Q4 | $656K | Buy |
6,598
+338
| +5% | +$33.6K | 0.26% | 23 |
|
|
2024
Q3 | $632K | Buy |
6,260
+4,189
| +202% | +$423K | 0.26% | 24 |
|
|
2024
Q2 | $209K | Hold |
2,071
| – | – | 0.1% | 32 |
|
|
2024
Q1 | $209K | Buy |
+2,071
| New | +$209K | 0.13% | 21 |
|