P.J. Schmidt Investment Management (PJS)’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio VTES Stock Details VTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,667	Closed	-$369K	–	173
2023 Q2	$369K	Buy	3,667 +1,000	+37%	+$101K	0.07%	126
2023 Q1	$269K	Buy	+2,667	New	+$270K	0.06%	150

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $193M AUM 13.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s VTES Position: Q3 2023 in Review

P.J. Schmidt Investment Management (PJS) sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2023, closing a stake of 3,667 shares — an estimated $369K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in VTES in Q1 2023 and held it in 2 quarters. The position peaked at $369K in Q2 2023. 33 funds tracked by Wall St. Rank hold VTES as of Q3 2023.

P.J. Schmidt Investment Management (PJS) reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2023 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 3,667 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2023, an estimated $369K.
P.J. Schmidt Investment Management (PJS) first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and held it in 2 quarters.
P.J. Schmidt Investment Management (PJS)'s Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $369K in Q2 2023.
33 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2023.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2023, filed 20 Oct 2023.