OneDigital Investment Advisors’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 | $1.34M | Buy |
13,299
+9,426
| +243% | +$951K | 0.01% | 547 |
|
|
2025
Q1 | $389K | Buy |
3,873
+317
| +9% | +$31.9K | ﹤0.01% | 964 |
|
|
2024
Q4 | $357K | Sell |
3,556
-565
| -14% | -$56.6K | ﹤0.01% | 1044 |
|
|
2024
Q3 | $418K | Buy |
4,121
+376
| +10% | +$38.1K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $375K | Buy |
3,745
+226
| +6% | +$22.6K | ﹤0.01% | 1006 |
|
|
2024
Q1 | $354K | Buy |
3,519
+67
| +2% | +$6.75K | 0.01% | 855 |
|
|
2023
Q4 | $350K | Buy |
+3,452
| New | +$350K | 0.01% | 857 |
|