Laurel Wealth Advisors (North Carolina)’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 | $13.7M | Buy |
1,385,053
+1,371,834
| +10,378% | +$13.6M | 0.2% | 89 |
|
|
2025
Q1 | $1.33M | Buy |
13,219
+1,502
| +13% | +$151K | 0.21% | 98 |
|
|
2024
Q4 | $1.17M | Buy |
11,717
+1,706
| +17% | +$171K | 0.18% | 101 |
|
|
2024
Q3 | $1.02M | Buy |
10,011
+1,354
| +16% | +$137K | 0.16% | 105 |
|
|
2024
Q2 | $866K | Sell |
8,657
-1,197
| -12% | -$120K | 0.15% | 109 |
|
|
2024
Q1 | $992K | Buy |
9,854
+6,403
| +186% | +$645K | 0.17% | 104 |
|
|
2023
Q4 | $350K | Buy |
+3,451
| New | +$350K | 0.07% | 135 |
|