Life Planning Partners’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
2024
Q1
Sell
-3,818
Closed -$387K 246
2023
Q4
$387K Buy
+3,818
New +$387K 0.38% 45