Avior Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
7,190
+1,100
| +18% | +$111K | 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 | +$50.7K | ﹤0.01% | 725 |
|