Genesis Private Wealth’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	$2.7M	Buy	26,715 +2,584	+11%	+$261K	1.27%	24
2025 Q1	$2.43M	Buy	24,131 +5,456	+29%	+$548K	1.29%	23
2024 Q4	$1.87M	Buy	+18,675	New	+$1.87M	1.03%	30