Mitchell McLeod Pugh & Williams’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	$819K	Buy	8,308 +87	+1%	+$8.58K	0.15%	135
2025 Q1	$812K	Buy	8,221 +480	+6%	+$47.4K	0.17%	126
2024 Q4	$769K	Buy	7,741 +2,387	+45%	+$237K	0.16%	126
2024 Q3	$542K	Buy	5,354 +2,907	+119%	+$294K	0.11%	166
2024 Q2	$243K	Buy	+2,447	New	+$243K	0.06%	235