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Laurel Wealth Advisors (North Carolina)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.8M Buy
17,788
+3,305
+23% +$337K 0.18% 91
2025
Q4 		$1.47M Buy
14,483
+6
+0% +$609 0.19% 97
2025
Q3 		$1.48M Buy
14,477
+754
+5% +$76.6K 0.21% 98
2025
Q2 		$1.39M Buy
13,723
+504
+4% +$50.5K 0.21% 98
2025
Q1 		$1.33M Buy
13,219
+1,502
+13% +$151K 0.21% 98
2024
Q4 		$1.17M Buy
11,717
+1,706
+17% +$172K 0.18% 101
2024
Q3 		$1.02M Buy
10,011
+1,354
+16% +$137K 0.16% 106
2024
Q2 		$866K Sell
8,657
-1,197
-12% -$120K 0.15% 110
2024
Q1 		$992K Buy
9,854
+6,403
+186% +$647K 0.17% 105
2023
Q4 		$350K Buy
+3,451
New +$344K 0.07% 136

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WFAG
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Bank of America
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GG
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TWIM
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Raymond James Financial
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SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return