Oak 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	$737K	Buy	7,478 +4,543	+155%	+$448K	0.47%	31
2025 Q1	$290K	Sell	2,935 -30	-1%	-$2.97K	0.21%	47
2024 Q4	$295K	Buy	+2,965	New	+$295K	0.23%	50