KSWA
Kathleen S. Wright Associates’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 | $1.5M | Buy |
14,900
+5,100
| +52% | +$515K | 0.59% | 37 |
|
|
2025
Q1 | $985K | Buy |
9,800
+3,400
| +53% | +$342K | 0.41% | 46 |
|
|
2024
Q4 | $642K | Buy |
6,400
+3,400
| +113% | +$341K | 0.27% | 68 |
|
|
2024
Q3 | $304K | Hold |
3,000
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $300K | Buy |
+3,000
| New | +$300K | 0.14% | 93 |
|