AWM
VTES icon

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

Avaii 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
2025
Q4 		– Sell
-2,059
Closed -$210K – 156
2025
Q3 		$210K Sell
2,059
-1,034
-33% -$105K 0.08% 143
2025
Q2 		$312K Buy
3,093
+563
+22% +$56.4K 0.14% 94
2025
Q1 		$254K Sell
2,530
-158
-6% -$15.9K 0.14% 100
2024
Q4 		$269K Sell
2,688
-269
-9% -$27.1K 0.13% 107
2024
Q3 		$300K Sell
2,957
-648
-18% -$65.3K 0.15% 96
2024
Q2 		$361K Sell
3,605
-71
-2% -$7.1K 0.2% 89
2024
Q1 		$370K Buy
3,676
+664
+22% +$67K 0.22% 84
2023
Q4 		$305K Buy
+3,012
New +$300K 0.2% 107

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GG
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Bank of America
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Raymond James Financial
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KIM
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SI
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BFC
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