OHWA
VTEI icon

Oak Hill Wealth Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
13,207
-639
-5% -$62.9K 0.27% 50
2025
Q1
$1.37M Buy
13,846
+6,619
+92% +$654K 0.32% 45
2024
Q4
$718K Buy
+7,227
New +$718K 0.17% 60