FinTrust Capital 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
2024
Q3
$305K Sell
3,010
-40
-1% -$4.06K 0.05% 241
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 +$309K 0.06% 220