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Concurrent Investment Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Concurrent Investment Advisors’s Portfolio VTES Stock Details VTES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$275K Sell
2,726
-100
-4% -$10.1K 0.01% 1097
2025
Q1 		$284K Hold
2,826
– – 0.01% 948
2024
Q4 		$283K Buy
2,826
+68
+2% +$6.82K 0.01% 840
2024
Q3 		$280K Buy
+2,758
New +$280K 0.01% 800