25 LLC’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

25 LLC’s Portfolio VTES Stock Details VTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-510	Closed	-$51.3K	–	561
2023 Q2	$51.3K	Hold	510	–	–	0.03%	81
2023 Q1	$51.4K	Buy	+510	New	+$51.6K	0.03%	81

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $193M AUM 13.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

25 LLC's VTES Position: Q3 2023 in Review

25 LLC sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2023, closing a stake of 510 shares — an estimated $51.3K sold.

25 LLC first reported a position in VTES in Q1 2023 and held it in 2 quarters. The position peaked at $51.4K in Q1 2023. 33 funds tracked by Wall St. Rank hold VTES as of Q3 2023.

25 LLC reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 510 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2023, an estimated $51.3K.
25 LLC first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and held it in 2 quarters.
25 LLC's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $51.4K in Q1 2023.
33 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.