Eldridge Investment Advisors’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 | $453K | Sell |
4,499
-182
| -4% | -$18.3K | 0.09% | 113 |
|
|
2025
Q1 | $469K | Buy |
4,681
+250
| +6% | +$25.1K | 0.11% | 112 |
|
|
2024
Q4 | $444K | Hold |
4,431
| – | – | 0.1% | 112 |
|
|
2024
Q3 | $448K | Sell |
4,431
-3,000
| -40% | -$303K | 0.11% | 113 |
|
|
2024
Q2 | $744K | Sell |
7,431
-3,031
| -29% | -$303K | 0.19% | 87 |
|
|
2024
Q1 | $1.05M | Buy |
10,462
+50
| +0.5% | +$5.04K | 0.27% | 80 |
|
|
2023
Q4 | $1.06M | Buy |
+10,412
| New | +$1.06M | 0.28% | 76 |
|