Kades & Cheifetz’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 Q4	$3.1M	Sell	30,924 -14,640	-32%	-$1.47M	1.59%	20
2024 Q3	$4.62M	Buy	45,564 +2,346	+5%	+$238K	2.65%	11
2024 Q2	$4.32M	Buy	43,218 +5,794	+15%	+$580K	2.72%	11
2024 Q1	$3.77M	Buy	37,424 +17,906	+92%	+$1.8M	2.41%	12
2023 Q4	$1.98M	Buy	+19,518	New	+$1.98M	1.4%	20