Essex Financial Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Essex Financial Services’s Portfolio VTES Stock Details VTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$396K	Sell
2025 Q1	$821K	Sell
2024 Q4	$849K	Sell
2024 Q3	$863K	Buy
2024 Q2	$432K	Buy