Clearstead Advisors’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 | $1.25M | Buy |
12,404
+7,088
| +133% | +$715K | 0.02% | 391 |
|
|
2025
Q1 | $534K | Buy |
5,316
+5,141
| +2,938% | +$517K | 0.01% | 557 |
|
|
2024
Q4 | $17.5K | Hold |
175
| – | – | ﹤0.01% | 1422 |
|
|
2024
Q3 | $17.7K | Buy |
175
+37
| +27% | +$3.75K | ﹤0.01% | 1451 |
|
|
2024
Q2 | $13.8K | Hold |
138
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q1 | $13.8K | Buy |
+138
| New | +$13.8K | ﹤0.01% | 1010 |
|