EnRich Financial Partners’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 | $702K | Sell |
6,958
-33
| -0.5% | -$3.33K | 0.22% | 32 |
|
|
2025
Q1 | $703K | Sell |
6,991
-15
| -0.2% | -$1.51K | 0.24% | 29 |
|
|
2024
Q4 | $702K | Buy |
7,006
+3,480
| +99% | +$349K | 0.23% | 28 |
|
|
2024
Q3 | $358K | Sell |
3,526
-11
| -0.3% | -$1.12K | 0.12% | 38 |
|
|
2024
Q2 | $354K | Sell |
3,537
-487
| -12% | -$48.7K | 0.13% | 36 |
|
|
2024
Q1 | $405K | Buy |
+4,024
| New | +$405K | 0.15% | 32 |
|