Financial Engines 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 | $2.7M | Sell |
26,763
-1,644
| -6% | -$166K | 0.01% | 190 |
|
|
2025
Q1 | $2.86M | Buy |
28,407
+11,724
| +70% | +$1.18M | 0.01% | 168 |
|
|
2024
Q4 | $1.67M | Buy |
16,683
+2,456
| +17% | +$246K | ﹤0.01% | 212 |
|
|
2024
Q3 | $1.44M | Buy |
14,227
+893
| +7% | +$90.6K | ﹤0.01% | 205 |
|
|
2024
Q2 | $1.33M | Sell |
13,334
-556
| -4% | -$55.6K | ﹤0.01% | 197 |
|
|
2024
Q1 | $1.4M | Buy |
13,890
+330
| +2% | +$33.2K | ﹤0.01% | 180 |
|
|
2023
Q4 | $1.38M | Buy |
+13,560
| New | +$1.38M | ﹤0.01% | 169 |
|