Cetera Investment Advisers’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 | $10.4M | Buy |
103,246
+33,534
| +48% | +$3.38M | 0.02% | 809 |
|
2025
Q1 | $7.01M | Buy |
69,712
+43,046
| +161% | +$4.33M | 0.01% | 935 |
|
2024
Q4 | $2.67M | Sell |
26,666
-1,465
| -5% | -$147K | 0.01% | 1439 |
|
2024
Q3 | $2.85M | Buy |
28,131
+11,879
| +73% | +$1.2M | 0.01% | 1361 |
|
2024
Q2 | $1.63M | Buy |
16,252
+3,545
| +28% | +$355K | ﹤0.01% | 1727 |
|
2024
Q1 | $1.28M | Buy |
12,707
+4,198
| +49% | +$423K | ﹤0.01% | 1887 |
|
2023
Q4 | $863K | Sell |
8,509
-1,139
| -12% | -$116K | 0.01% | 1185 |
|
2023
Q3 | $952K | Buy |
+9,648
| New | +$952K | 0.01% | 1068 |
|