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Core Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Core Wealth Advisors’s Portfolio VTES Stock Details VTES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,969
Closed -$399K – 76
2025
Q1 		$399K Buy
3,969
+994
+33% +$99.9K 0.13% 48
2024
Q4 		$298K Buy
+2,975
New +$298K 0.1% 51