Focus Partners Wealth
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Focus Partners Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Focus Partners Wealth’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$946K Buy
9,377
+3,297
+54% +$333K ﹤0.01% 1161
2025
Q1 		$611K Buy
+6,080
New +$611K ﹤0.01% 1244