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Cultivar Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cultivar Capital’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-240
Closed -$24K – 176
2024
Q2 		$24K Buy
+240
New +$24K 0.02% 96

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Cultivar Capital's VTES Position: Q3 2024 in Review

Cultivar Capital sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2024, closing a stake of 240 shares — an estimated $24K sold.

Cultivar Capital first reported a position in VTES in Q2 2024 and held it in 1 quarter. The position peaked at $24K in Q2 2024. 101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

  • Cultivar Capital reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cultivar Capital sold 240 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $24K.
  • Cultivar Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 1 quarter.
  • Cultivar Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $24K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.