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

Beaird Harris 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	$9.62M	Sell	94,970 -3,934	-4%	-$398K	0.6%	27
2026 Q1	$10M	Sell	98,904 -2,550	-3%	-$260K	0.68%	23
2025 Q4	$10.3M	Sell	101,454 -6,688	-6%	-$679K	0.71%	25
2025 Q3	$11M	Buy	108,142 +2,631	+2%	+$267K	0.78%	25
2025 Q2	$10.6M	Sell	105,511 -9,976	-9%	-$999K	0.82%	24
2025 Q1	$11.6M	Sell	115,487 -14,412	-11%	-$1.45M	0.99%	20
2024 Q4	$13M	Sell	129,899 -40,680	-24%	-$4.1M	1.12%	20
2024 Q3	$17.3M	Sell	170,579 -7,189	-4%	-$725K	1.51%	19
2024 Q2	$17.8M	Sell	177,768 -4,550	-2%	-$455K	1.67%	20
2024 Q1	$18.4M	Sell	182,318 -872	-0.5%	-$88K	1.79%	19
2023 Q4	$18.6M	Buy	183,190 +154,778	+545%	+$15.4M	1.95%	19
2023 Q3	$2.8M	Buy	+28,412	New	+$2.84M	0.34%	35

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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return