Creative Financial Designs’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 | $3.88M | Buy |
38,438
+5,506
| +17% | +$556K | 0.28% | 82 |
|
|
2025
Q1 | $3.31M | Buy |
32,932
+3,458
| +12% | +$348K | 0.26% | 83 |
|
|
2024
Q4 | $2.95M | Buy |
29,474
+11,409
| +63% | +$1.14M | 0.24% | 92 |
|
|
2024
Q3 | $1.83M | Buy |
18,065
+3,687
| +26% | +$374K | 0.15% | 124 |
|
|
2024
Q2 | $1.44M | Buy |
14,378
+11,251
| +360% | +$1.13M | 0.13% | 146 |
|
|
2024
Q1 | $315K | Buy |
3,127
+1,047
| +50% | +$105K | 0.03% | 328 |
|
|
2023
Q4 | $211K | Buy |
+2,080
| New | +$211K | 0.02% | 375 |
|