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

Avior 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
2026 Q2	$2.63M	Buy	25,970 +5,600	+27%	+$566K	0.07%	216
2026 Q1	$2.06M	Buy	20,370 +3,435	+20%	+$350K	0.06%	249
2025 Q4	$1.72M	Buy	16,935 +6,995	+70%	+$710K	0.05%	220
2025 Q3	$1.01M	Buy	9,940 +2,750	+38%	+$279K	0.03%	297
2025 Q2	$726K	Buy	7,190 +1,100	+18%	+$110K	0.03%	351
2025 Q1	$612K	Buy	6,090 +5,590	+1,118%	+$562K	0.02%	353
2024 Q4	$50.1K	Hold	500	–	–	﹤0.01%	1151
2024 Q3	$50.7K	Hold	500	–	–	﹤0.01%	1113
2024 Q2	$50K	Hold	500	–	–	﹤0.01%	1088
2024 Q1	$50.4K	Hold	500	–	–	﹤0.01%	1229
2023 Q4	$50.7K	Buy	+500	New	+$49.9K	﹤0.01%	725

Other funds holding VTES

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Frankly Finances Winter Park, Florida $127M AUM

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return