Bridgewealth Advisory Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
+9,682
New +$977K 0.25% 50
2025
Q1
Sell
-9,568
Closed -$963K 113
2024
Q4
$963K Buy
9,568
+994
+12% +$100K 0.27% 48
2024
Q3
$870K Buy
8,574
+51
+0.6% +$5.17K 0.32% 42
2024
Q2
$853K Buy
+8,523
New +$853K 0.38% 40