CWC
Carolinas Wealth Consulting’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 | – | 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% | +$1.4K | 0.03% | 211 |
|
|
2024
Q3 | $147K | Sell |
1,449
-596
| -29% | -$60.4K | 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% | +$1.32K | 0.04% | 156 |
|
|
2023
Q3 | $198K | Buy |
+2,012
| New | +$198K | 0.05% | 145 |
|