EWM
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Empirical Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Empirical Wealth Management’s Portfolio VTES Stock Details VTES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,258
Closed -$227K – 583
2024
Q1 		$227K Sell
2,258
-1,911
-46% -$192K 0.01% 483
2023
Q4 		$423K Buy
+4,169
New +$423K 0.01% 345