Corient Private Wealth’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 | $32.7M | Buy |
324,142
+142,881
| +79% | +$14.4M | 0.03% | 343 |
|
|
2025
Q1 | $18.2M | Buy |
181,261
+168,419
| +1,311% | +$16.9M | 0.03% | 404 |
|
|
2024
Q4 | $1.29M | Sell |
12,842
-1,087
| -8% | -$109K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $1.41M | Buy |
13,929
+11,145
| +400% | +$1.13M | ﹤0.01% | 1224 |
|
|
2024
Q2 | $279K | Sell |
2,784
-205
| -7% | -$20.5K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $301K | Sell |
2,989
-621
| -17% | -$62.5K | ﹤0.01% | 1888 |
|
|
2023
Q4 | $366K | Buy |
+3,610
| New | +$366K | ﹤0.01% | 1768 |
|