MWM
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Mission Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Mission Wealth Management’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,890
Closed -$293K – 646
2023
Q4 		$293K Buy
+2,890
New +$293K 0.01% 455