Allodium Investment Consultants’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
11,494
+1,277
+12% +$129K 0.73% 27
2025
Q1
$1.03M Buy
10,217
+2,152
+27% +$216K 0.76% 26
2024
Q4
$809K Buy
+8,065
New +$809K 0.68% 28