HBK Sorce Advisory’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	-4,539	Closed	-$457K	–	618
2024 Q1	$457K	Buy	4,539 +255	+6%	+$25.7K	0.02%	354
2023 Q4	$434K	Buy	+4,284	New	+$434K	0.02%	344