Planning Center Inc’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Planning Center Inc’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
2025 Q2	$1.08M	Sell
2025 Q1	$1.09M	Hold
2024 Q4	$1.08M	Sell
2024 Q3	$1.13M	Hold
2024 Q2	$1.11M	Hold
2024 Q1	$1.12M	Sell
2023 Q4	$3.25M	Buy