AWE
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Avidian Wealth Enterprises’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Avidian Wealth Enterprises’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$363K Buy
3,592
+248
+7% +$25K 0.01% 403
2025
Q1 		$336K Buy
3,344
+497
+17% +$50K 0.02% 387
2024
Q4 		$285K Buy
+2,847
New +$285K 0.01% 410