EAM
Evanson Asset Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
24,905
+86
| +0.3% | +$8.68K | 0.16% | 68 |
|
|
2025
Q1 | $2.49M | Sell |
24,819
-938
| -4% | -$94.3K | 0.18% | 63 |
|
|
2024
Q4 | $2.58M | Buy |
25,757
+123
| +0.5% | +$12.3K | 0.18% | 59 |
|
|
2024
Q3 | $2.6M | Buy |
25,634
+76
| +0.3% | +$7.71K | 0.18% | 61 |
|
|
2024
Q2 | $2.56M | Buy |
25,558
+467
| +2% | +$46.7K | 0.19% | 60 |
|
|
2024
Q1 | $2.53M | Buy |
25,091
+20,191
| +412% | +$2.03M | 0.19% | 61 |
|
|
2023
Q4 | $497K | Buy |
+4,900
| New | +$497K | 0.04% | 171 |
|