Envestnet Asset Management’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 | $6.6M | Buy |
65,350
+13,567
| +26% | +$1.37M | ﹤0.01% | 2015 |
|
|
2025
Q1 | $5.2M | Buy |
51,783
+31,842
| +160% | +$3.2M | ﹤0.01% | 2097 |
|
|
2024
Q4 | $2M | Buy |
19,941
+16,454
| +472% | +$1.65M | ﹤0.01% | 2681 |
|
|
2024
Q3 | $354K | Buy |
3,487
+340
| +11% | +$34.5K | ﹤0.01% | 3726 |
|
|
2024
Q2 | $315K | Sell |
3,147
-3,635
| -54% | -$364K | ﹤0.01% | 3709 |
|
|
2024
Q1 | $683K | Buy |
6,782
+4,502
| +197% | +$453K | ﹤0.01% | 3258 |
|
|
2023
Q4 | $231K | Sell |
2,280
-2,297
| -50% | -$233K | ﹤0.01% | 3755 |
|
|
2023
Q3 | $452K | Buy |
+4,577
| New | +$452K | ﹤0.01% | 3308 |
|