Montis 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
$450K Hold
4,456
0.13% 94
2025
Q1
$448K Buy
+4,456
New +$448K 0.13% 95