JFS Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Hold
2025
Q1
$277K Sell
2024
Q4
$477K Buy
2024
Q3
$203K Buy