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Sigma Planning Corp’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Sigma Planning Corp’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,475
Closed -$250K – 1265
2024
Q3 		$250K Buy
+2,475
New +$248K 0.01% 1028

Other funds holding VTEI

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SJGA
Stephen J. Garry & Associates Garden City, New York $124M AUM 18.56% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's VTEI Position: Q4 2024 in Review

Sigma Planning Corp sold out of Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) in Q4 2024, closing a stake of 2,475 shares — an estimated $250K sold.

Sigma Planning Corp first reported a position in VTEI in Q3 2024 and held it in 1 quarter. The position peaked at $250K in Q3 2024. 61 funds tracked by Wall St. Rank hold VTEI as of Q4 2024.

  • Sigma Planning Corp reported no remaining Vanguard Intermediate-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 2,475 Vanguard Intermediate-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $250K.
  • Sigma Planning Corp first reported a position in Vanguard Intermediate-Term Tax-Exempt Bond ETF in Q3 2024 and held it in 1 quarter.
  • Sigma Planning Corp's Vanguard Intermediate-Term Tax-Exempt Bond ETF position peaked at $250K in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.