Firestone Capital Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.93M	Buy	58,634 +3,942	+7%	+$402K	1.23%	21
2025 Q4	$5.56M	Buy	54,692 +7,082	+15%	+$719K	1.18%	20
2025 Q3	$4.85M	Buy	47,610 +4,750	+11%	+$482K	1.05%	22
2025 Q2	$4.33M	Sell	42,860 -2,645	-6%	-$265K	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%	+$1.24M	1.03%	24
2024 Q3	$2.93M	Buy	28,923 +1,012	+4%	+$102K	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%	+$106K	0.5%	40
2023 Q4	$1.69M	Buy	16,692 +13,804	+478%	+$1.38M	0.52%	39
2023 Q3	$285K	Buy	2,888 +503	+21%	+$50.3K	0.1%	96
2023 Q2	$240K	Buy	+2,385	New	+$240K	0.08%	110