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

Act Wealth Management’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
2024
Q4 		– Sell
-6,071
Closed -$616K – 53
2024
Q3 		$616K Buy
+6,071
New +$612K 0.27% 23

Other funds holding VTES

WFAG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Act Wealth Management's VTES Position: Q4 2024 in Review

Act Wealth Management sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2024, closing a stake of 6,071 shares — an estimated $616K sold.

Act Wealth Management first reported a position in VTES in Q3 2024 and held it in 1 quarter. The position peaked at $616K in Q3 2024. 136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

  • Act Wealth Management reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Act Wealth Management sold 6,071 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $616K.
  • Act Wealth Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2024 and held it in 1 quarter.
  • Act Wealth Management's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $616K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Act Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.