BWA
BlueChip Wealth 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 | $2.86M | Buy |
28,302
+14,983
| +112% | +$1.51M | 1.27% | 20 |
|
|
2025
Q1 | $1.34M | Buy |
13,319
+5,093
| +62% | +$512K | 0.66% | 37 |
|
|
2024
Q4 | $825K | Buy |
8,226
+3,640
| +79% | +$365K | 0.46% | 45 |
|
|
2024
Q3 | $465K | Buy |
4,586
+1,076
| +31% | +$109K | 0.24% | 81 |
|
|
2024
Q2 | $351K | Buy |
+3,510
| New | +$351K | 0.21% | 97 |
|