BHWM
Beaird Harris Wealth Management’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
Q1 | $11.6M | Sell |
115,487
-14,412
| -11% | -$1.45M | 0.99% | 20 |
|
|
2024
Q4 | $13M | Sell |
129,899
-40,680
| -24% | -$4.08M | 1.12% | 20 |
|
|
2024
Q3 | $17.3M | Sell |
170,579
-7,189
| -4% | -$729K | 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% | -$87.8K | 1.79% | 19 |
|
|
2023
Q4 | $18.6M | Buy |
183,190
+154,778
| +545% | +$15.7M | 1.95% | 19 |
|
|
2023
Q3 | $2.8M | Buy |
+28,412
| New | +$2.8M | 0.34% | 35 |
|