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FinTrust Capital Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$305K Sell
3,010
-40
-1% -$4.03K 0.05% 243
2024
Q2 		$305K Hold
3,050
– – 0.06% 226
2024
Q1 		$307K Hold
3,050
– – 0.06% 223
2023
Q4 		$309K Buy
+3,050
New +$304K 0.06% 220

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

FinTrust Capital Advisors's VTES Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1.3% in Q3 2024, selling an estimated $4.03K and leaving 3,010 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #243.

FinTrust Capital Advisors first reported a position in VTES in Q4 2023 and has held it in 4 quarters since. The position peaked at $309K in Q4 2023. 101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

  • FinTrust Capital Advisors held 3,010 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $305K as of Q3 2024.
  • FinTrust Capital Advisors sold 40 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $4.03K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #243 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • FinTrust Capital Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $309K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.