Physician Wealth 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
$36.3K Buy
360
+163
+83% +$16.5K 0.01% 393
2025
Q1
$19.8K Hold
197
﹤0.01% 490
2024
Q4
$19.8K Buy
+197
New +$19.8K ﹤0.01% 513