PCI
Planning Center Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
10,664
-155
| -1% | -$15.6K | 0.12% | 30 |
|
|
2025
Q1 | $1.09M | Hold |
10,819
| – | – | 0.13% | 29 |
|
|
2024
Q4 | $1.08M | Sell |
10,819
-308
| -3% | -$30.9K | 0.14% | 29 |
|
|
2024
Q3 | $1.13M | Hold |
11,127
| – | – | 0.14% | 29 |
|
|
2024
Q2 | $1.11M | Hold |
11,127
| – | – | 0.15% | 29 |
|
|
2024
Q1 | $1.12M | Sell |
11,127
-20,875
| -65% | -$2.1M | 0.24% | 26 |
|
|
2023
Q4 | $3.25M | Buy |
+32,002
| New | +$3.25M | 0.75% | 17 |
|