Atria Investments’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	$2.52M	Buy	24,929 +2,786	+13%	+$281K	0.03%	628
2025 Q1	$2.23M	Buy	22,143 +12,419	+128%	+$1.25M	0.03%	659
2024 Q4	$975K	Buy	9,724 +5,123	+111%	+$514K	0.01%	996
2024 Q3	$467K	Buy	4,601 +2,189	+91%	+$222K	0.01%	1365
2024 Q2	$241K	Buy	+2,412	New	+$241K	﹤0.01%	1716