GenTrust’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 | $2.38M | Sell |
23,587
-10,580
| -31% | -$1.07M | 0.11% | 70 |
|
2025
Q1 | $3.43M | Sell |
34,167
-7,218
| -17% | -$725K | 0.16% | 59 |
|
2024
Q4 | $4.15M | Buy |
41,385
+864
| +2% | +$86.6K | 0.18% | 69 |
|
2024
Q3 | $4.11M | Sell |
40,521
-5,906
| -13% | -$599K | 0.2% | 58 |
|
2024
Q2 | $4.65M | Buy |
+46,427
| New | +$4.65M | 0.25% | 49 |
|