在问题2 2025年,一些公司调整了先锋免税债券ETF(VTEB)的持有量,而RTD财务顾问增加了其股权。
In Q2 2025, some firms adjusted holdings in the Vanguard Tax-Exempt Bond ETF (VTEB), with RTD Financial Advisors increasing its stake.
2025年第二季度,若干金融公司调整了它们在先锋免税债券ETF(VTEB)的地位,该银行持有投资级市政债券,免交联邦所得税和替代性最低税。
In the second quarter of 2025, several financial firms adjusted their positions in the Vanguard Tax-Exempt Bond ETF (VTEB), which holds investment-grade municipal bonds exempt from federal income tax and the Alternative Minimum Tax.
RTD 财务顾问的股份增加了12.4%,拥有195 551股,价值约959万美元,而博伊德财富管理和大众财富顾问则减少了持有量。
RTD Financial Advisors increased its stake by 12.4%, owning 195,551 shares valued at about $9.59 million, while Boyd Wealth Management and Opal Wealth Advisors reduced their holdings.
VTEB于2015年启动,由先锋公司管理,9月初交易额在50.13美元左右,52周范围在47.02至51.17美元之间。
VTEB, launched in 2015 and managed by Vanguard, traded around $50.13 in early September with a 52-week range of $47.02 to $51.17.
包括Oppenheimer & Co. Inc. 在内的其他公司在这一期间也改变了其VTEB的职位。
Other firms, including Oppenheimer & Co. Inc., also made changes to their VTEB positions during the period.