LPL Financial’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 | $2.85M | Buy |
28,272
+7,095
| +34% | +$716K | ﹤0.01% | 2780 |
|
2025
Q1 | $2.13M | Sell |
21,177
-1,140
| -5% | -$115K | ﹤0.01% | 2877 |
|
2024
Q4 | $2.24M | Buy |
22,317
+10,360
| +87% | +$1.04M | ﹤0.01% | 2741 |
|
2024
Q3 | $1.21M | Buy |
11,957
+6,567
| +122% | +$666K | ﹤0.01% | 3165 |
|
2024
Q2 | $539K | Buy |
5,390
+731
| +16% | +$73.1K | ﹤0.01% | 3751 |
|
2024
Q1 | $469K | Buy |
+4,659
| New | +$469K | ﹤0.01% | 3788 |
|