Global Financial Private Client’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,230
| Closed | -$124K | – | 1570 |
|
|
2025
Q1 | $124K | Hold |
1,230
| – | – | 0.05% | 243 |
|
|
2024
Q4 | $123K | Hold |
1,230
| – | – | 0.05% | 236 |
|
|
2024
Q3 | $125K | Hold |
1,230
| – | – | 0.05% | 238 |
|
|
2024
Q2 | $123K | Hold |
1,230
| – | – | 0.05% | 217 |
|
|
2024
Q1 | $123K | Hold |
1,230
| – | – | 0.05% | 215 |
|
|
2023
Q4 | $125K | Buy |
+1,230
| New | +$125K | 0.06% | 207 |
|