Deroy & Devereaux Private Investment Counsel’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
-2,280
Closed -$229K 179
2025
Q1
$229K Hold
2,280
0.01% 157
2024
Q4
$229K Sell
2,280
-730
-24% -$73.3K 0.01% 161
2024
Q3
$305K Sell
3,010
-490
-14% -$49.7K 0.02% 151
2024
Q2
$350K Buy
+3,500
New +$350K 0.02% 142