AWM
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Accredited Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Accredited Wealth Management’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$135K Sell
1,335
-25
-2% -$2.52K 0.11% 83
2025
Q1 		$137K Buy
1,360
+1,125
+479% +$113K 0.12% 68
2024
Q4 		$23.6K Buy
+235
New +$23.6K 0.02% 186