Level Financial Advisors’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 | $231K | Hold |
2,292
| – | – | 0.07% | 83 |
|
|
2025
Q1 | $230K | Hold |
2,292
| – | – | 0.08% | 82 |
|
|
2024
Q4 | $230K | Hold |
2,292
| – | – | 0.08% | 77 |
|
|
2024
Q3 | $232K | Hold |
2,292
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $229K | Hold |
2,292
| – | – | 0.1% | 65 |
|
|
2024
Q1 | $231K | Hold |
2,292
| – | – | 0.1% | 70 |
|
|
2023
Q4 | $232K | Buy |
2,292
+1,471
| +179% | +$149K | 0.11% | 60 |
|
|
2023
Q3 | $81K | Buy |
+821
| New | +$81K | 0.05% | 86 |
|