CWC
VTES icon

Carolinas Wealth Consulting’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,470
Closed -$148K – 942
2025
Q1 		$148K Buy
1,470
+7
+0.5% +$704 0.03% 202
2024
Q4 		$147K Buy
1,463
+14
+1% +$1.41K 0.03% 211
2024
Q3 		$147K Sell
1,449
-596
-29% -$60.1K 0.03% 209
2024
Q2 		$205K Buy
2,045
+10
+0.5% +$1K 0.04% 177
2024
Q1 		$205K Buy
2,035
+10
+0.5% +$1.01K 0.04% 171
2023
Q4 		$205K Buy
2,025
+13
+0.6% +$1.3K 0.04% 156
2023
Q3 		$198K Buy
+2,012
New +$201K 0.05% 145

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WFAG
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GG
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KIM
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Bank of America
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SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return