Dakota Wealth Management’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	$2.95M	Buy	29,200 +13,000	+80%	+$1.31M	0.06%	216
2025 Q1	$1.63M	Buy	16,200 +9,100	+128%	+$915K	0.04%	291
2024 Q4	$712K	Buy	+7,100	New	+$712K	0.02%	430