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EverSource Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

EverSource Wealth Advisors’s Portfolio VTES Stock Details VTES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$904K Sell
8,957
-5,667
-39% -$572K 0.04% 301
2025
Q1 		$1.47M Buy
14,624
+1,615
+12% +$162K 0.08% 192
2024
Q4 		$1.3M Buy
+13,009
New +$1.3M 0.07% 205