Moser 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 | $113K | Buy |
1,150
+200
| +21% | +$19.7K | 0.05% | 89 |
|
|
2025
Q1 | $93.9K | Sell |
950
-50
| -5% | -$4.94K | 0.05% | 91 |
|
|
2024
Q4 | $99.4K | Hold |
1,000
| – | – | 0.05% | 83 |
|
|
2024
Q3 | $101K | Hold |
1,000
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $99.4K | Hold |
1,000
| – | – | 0.05% | 85 |
|
|
2024
Q1 | $100K | Buy |
+1,000
| New | +$100K | 0.06% | 85 |
|