MGO Private Wealth’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	$4.48M	Buy	44,419 +3,113	+8%	+$314K	2.87%	9
2025 Q1	$4.15M	Buy	41,306 +16,159	+64%	+$1.62M	2.93%	11
2024 Q4	$2.52M	Buy	25,147 +8,786	+54%	+$881K	1.79%	14
2024 Q3	$1.66M	Buy	16,361 +2,928	+22%	+$297K	1.18%	19
2024 Q2	$1.34M	Buy	+13,433	New	+$1.34M	0.84%	26