Firestone Capital Management’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 | $4.33M | Sell |
42,860
-2,645
| -6% | -$267K | 1.02% | 23 |
|
2025
Q1 | $4.57M | Buy |
45,505
+4,297
| +10% | +$432K | 1.2% | 21 |
|
2024
Q4 | $4.13M | Buy |
41,208
+12,285
| +42% | +$1.23M | 1.03% | 24 |
|
2024
Q3 | $2.93M | Buy |
28,923
+1,012
| +4% | +$103K | 0.74% | 29 |
|
2024
Q2 | $2.79M | Buy |
27,911
+10,172
| +57% | +$1.02M | 0.76% | 28 |
|
2024
Q1 | $1.79M | Buy |
17,739
+1,047
| +6% | +$105K | 0.5% | 40 |
|
2023
Q4 | $1.69M | Buy |
16,692
+13,804
| +478% | +$1.4M | 0.52% | 39 |
|
2023
Q3 | $285K | Buy |
2,888
+503
| +21% | +$49.6K | 0.1% | 96 |
|
2023
Q2 | $240K | Buy |
+2,385
| New | +$240K | 0.08% | 110 |
|