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

Other funds holding VTES

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carolinas Wealth Consulting's VTES Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2025, closing a stake of 1,470 shares — an estimated $148K sold.

Carolinas Wealth Consulting first reported a position in VTES in Q3 2023 and held it in 7 quarters. The position peaked at $205K in Q4 2023. 188 funds tracked by Wall St. Rank hold VTES as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,470 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2025, an estimated $148K.
Carolinas Wealth Consulting first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and held it in 7 quarters.
Carolinas Wealth Consulting's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $205K in Q4 2023.
188 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.