Farther Finance Advisors’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 | $353K | Buy |
3,497
+2,997
| +599% | +$302K | 0.01% | 1094 |
|
2025
Q1 | $50.2K | Hold |
500
| – | – | ﹤0.01% | 1892 |
|
2024
Q4 | $50.1K | Hold |
500
| – | – | ﹤0.01% | 1661 |
|
2024
Q3 | $50.7K | Hold |
500
| – | – | ﹤0.01% | 1640 |
|
2024
Q2 | $49.8K | Hold |
500
| – | – | ﹤0.01% | 1418 |
|
2024
Q1 | $50.2K | Hold |
500
| – | – | ﹤0.01% | 1192 |
|
2023
Q4 | $50.7K | Buy |
+500
| New | +$50.7K | ﹤0.01% | 1029 |
|