Creative Planning’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
Sell
-5,027
Closed -$505K 3709
2025
Q1
$505K Buy
+5,027
New +$505K ﹤0.01% 2274