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Legacy Edge Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Legacy Edge Advisors’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
2024
Q2 		– Sell
-4,069
Closed -$410K – 180
2024
Q1 		$410K Hold
4,069
– – 0.09% 106
2023
Q4 		$413K Buy
+4,069
New +$406K 0.09% 103

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Legacy Edge Advisors's VTES Position: Q2 2024 in Review

Legacy Edge Advisors sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q2 2024, closing a stake of 4,069 shares — an estimated $410K sold.

Legacy Edge Advisors first reported a position in VTES in Q4 2023 and held it in 2 quarters. The position peaked at $413K in Q4 2023. 93 funds tracked by Wall St. Rank hold VTES as of Q2 2024.

  • Legacy Edge Advisors reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 4,069 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2024, an estimated $410K.
  • Legacy Edge Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and held it in 2 quarters.
  • Legacy Edge Advisors's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $413K in Q4 2023.
  • 93 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2024.

Based on Legacy Edge Advisors's 13F filing for Q2 2024, filed 17 Aug 2026.