Francis Financial’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 Q2	–	Sell	-4,599	Closed	-$463K	–	82
2024 Q1	$463K	Hold	4,599	–	–	0.15%	42
2023 Q4	$466K	Sell	4,599 -2,496	-35%	-$253K	0.2%	37
2023 Q3	$700K	Buy	7,095 +665	+10%	+$65.6K	0.37%	24
2023 Q2	$646K	Buy	+6,430	New	+$646K	0.35%	25