Jones Financial Companies’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
$2.2M Buy
21,755
+12,148
+126% +$1.23M ﹤0.01% 731
2025
Q1
$964K Buy
9,607
+4,439
+86% +$445K ﹤0.01% 877
2024
Q4
$518K Buy
+5,168
New +$518K ﹤0.01% 981