Pillar Financial 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
$758K Sell
7,506
-507
-6% -$51.2K 0.52% 25
2025
Q1
$805K Buy
8,013
+427
+6% +$42.9K 0.6% 23
2024
Q4
$760K Buy
+7,586
New +$760K 0.58% 23