EnRich Financial Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$704K Sell
2025
Q2
$702K Sell
2025
Q1
$703K Sell
2024
Q4
$702K Buy
2024
Q3
$358K Sell
2024
Q2
$354K Sell
2024
Q1
$405K Buy