Daymark Wealth Partners’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 | $1.35M | Buy |
13,350
+391
| +3% | +$39.5K | 0.05% | 227 |
|
|
2025
Q1 | $1.3M | Buy |
12,959
+1,605
| +14% | +$161K | 0.06% | 209 |
|
|
2024
Q4 | $1.14M | Buy |
11,354
+849
| +8% | +$85.1K | 0.05% | 225 |
|
|
2024
Q3 | $1.07M | Buy |
10,505
+1,495
| +17% | +$152K | 0.05% | 236 |
|
|
2024
Q2 | $902K | Buy |
9,010
+5,239
| +139% | +$524K | 0.04% | 246 |
|
|
2024
Q1 | $380K | Buy |
+3,771
| New | +$380K | 0.02% | 304 |
|