Diversified Portfolios Inc’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 | $2.07M | Buy |
20,508
+514
| +3% | +$51.9K | 0.2% | 63 |
|
|
2025
Q1 | $2.01M | Sell |
19,994
-5,442
| -21% | -$547K | 0.21% | 61 |
|
|
2024
Q4 | $2.55M | Sell |
25,436
-4,292
| -14% | -$430K | 0.28% | 57 |
|
|
2024
Q3 | $3.02M | Sell |
29,728
-812
| -3% | -$82.4K | 0.34% | 52 |
|
|
2024
Q2 | $3.06M | Sell |
30,540
-6,955
| -19% | -$696K | 0.4% | 45 |
|
|
2024
Q1 | $3.78M | Buy |
37,495
+17,096
| +84% | +$1.72M | 0.53% | 37 |
|
|
2023
Q4 | $2.07M | Buy |
+20,399
| New | +$2.07M | 0.33% | 49 |
|