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Valeo Financial Advisors’s Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI Stock Holding History

Valeo Financial Advisors’s Portfolio VTEI Stock Details VTEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
14,408
-17,583
-55% -$1.73M 0.03% 216
2025
Q1 		$3.16M Buy
31,991
+28,871
+925% +$2.85M 0.09% 107
2024
Q4 		$310K Buy
+3,120
New +$310K 0.01% 523