Osaic Holdings’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 | $315K | Sell |
3,135
-18,610
| -86% | -$1.87M | ﹤0.01% | 3202 |
|
|
2025
Q1 | $2.19M | Buy |
21,745
+18,285
| +528% | +$1.84M | ﹤0.01% | 1599 |
|
|
2024
Q4 | $347K | Buy |
3,460
+261
| +8% | +$26.2K | ﹤0.01% | 3121 |
|
|
2024
Q3 | $325K | Buy |
3,199
+325
| +11% | +$33K | ﹤0.01% | 3250 |
|
|
2024
Q2 | $288K | Sell |
2,874
-98
| -3% | -$9.81K | ﹤0.01% | 3256 |
|
|
2024
Q1 | $299K | Buy |
2,972
+143
| +5% | +$14.4K | ﹤0.01% | 3345 |
|
|
2023
Q4 | $287K | Buy |
2,829
+335
| +13% | +$34K | ﹤0.01% | 3640 |
|
|
2023
Q3 | $246K | Buy |
2,494
+1,499
| +151% | +$148K | ﹤0.01% | 3847 |
|
|
2023
Q2 | $100K | Buy |
+995
| New | +$100K | ﹤0.01% | 4431 |
|