Brown Wealth Management’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 | $2.42M | Buy |
23,948
+21,305
| +806% | +$2.15M | 0.75% | 35 |
|
|
2025
Q1 | $266K | Buy |
2,643
+1
| +0% | +$101 | 0.09% | 78 |
|
|
2024
Q4 | $265K | Buy |
2,642
+658
| +33% | +$66K | 0.09% | 70 |
|
|
2024
Q3 | $201K | Sell |
1,984
-741
| -27% | -$75.2K | 0.07% | 84 |
|
|
2024
Q2 | $273K | Buy |
2,725
+209
| +8% | +$20.9K | 0.11% | 70 |
|
|
2024
Q1 | $253K | Buy |
2,516
+9
| +0.4% | +$906 | 0.1% | 74 |
|
|
2023
Q4 | $254K | Buy |
+2,507
| New | +$254K | 0.11% | 72 |
|