IWS
Integrity Wealth Solutions’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
6,564
+1,278
| +24% | +$129K | 0.32% | 63 |
|
|
2025
Q1 | $531K | Buy |
5,286
+2,810
| +113% | +$282K | 0.29% | 65 |
|
|
2024
Q4 | $248K | Sell |
2,476
-179
| -7% | -$17.9K | 0.14% | 89 |
|
|
2024
Q3 | $269K | Sell |
2,655
-795
| -23% | -$80.6K | 0.16% | 77 |
|
|
2024
Q2 | $345K | Buy |
3,450
+20
| +0.6% | +$2K | 0.22% | 69 |
|
|
2024
Q1 | $345K | Sell |
3,430
-234
| -6% | -$23.6K | 0.23% | 70 |
|
|
2023
Q4 | $372K | Buy |
+3,664
| New | +$372K | 0.26% | 63 |
|