PCMC
Paragon Capital Management (Colorado)’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 | $2.3M | Buy |
23,374
+12,158
| +108% | +$1.2M | 0.42% | 29 |
|
|
2025
Q1 | $1.11M | Buy |
11,216
+2,022
| +22% | +$200K | 0.23% | 44 |
|
|
2024
Q4 | $914K | Sell |
9,194
-5,116
| -36% | -$509K | 0.18% | 46 |
|
|
2024
Q3 | $1.45M | Buy |
14,310
+2,934
| +26% | +$297K | 0.28% | 33 |
|
|
2024
Q2 | $1.13M | Buy |
11,376
+8,072
| +244% | +$802K | 0.21% | 42 |
|
|
2024
Q1 | $331K | Buy |
+3,304
| New | +$331K | 0.06% | 101 |
|