AWM
Avaii Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
3,093
+563
| +22% | +$56.8K | 0.14% | 94 |
|
|
2025
Q1 | $254K | Sell |
2,530
-158
| -6% | -$15.9K | 0.14% | 100 |
|
|
2024
Q4 | $269K | Sell |
2,688
-269
| -9% | -$27K | 0.13% | 107 |
|
|
2024
Q3 | $300K | Sell |
2,957
-648
| -18% | -$65.7K | 0.15% | 96 |
|
|
2024
Q2 | $361K | Sell |
3,605
-71
| -2% | -$7.11K | 0.2% | 89 |
|
|
2024
Q1 | $370K | Buy |
3,676
+664
| +22% | +$66.9K | 0.22% | 84 |
|
|
2023
Q4 | $305K | Buy |
+3,012
| New | +$305K | 0.2% | 107 |
|