Beacon Pointe Advisors’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 | $3.36M | Buy |
33,311
+29,690
| +820% | +$3M | 0.04% | 380 |
|
|
2025
Q1 | $364K | Sell |
3,621
-871
| -19% | -$87.5K | ﹤0.01% | 937 |
|
|
2024
Q4 | $450K | Hold |
4,492
| – | – | 0.01% | 851 |
|
|
2024
Q3 | $456K | Buy |
4,492
+1,855
| +70% | +$188K | 0.01% | 871 |
|
|
2024
Q2 | $264K | Buy |
+2,637
| New | +$264K | ﹤0.01% | 1074 |
|