PrairieView Partners’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 | $2.98M | Sell |
29,572
-11,296
| -28% | -$1.14M | 0.29% | 39 |
|
2025
Q1 | $4.11M | Buy |
40,868
+13,778
| +51% | +$1.38M | 0.43% | 30 |
|
2024
Q4 | $2.72M | Buy |
27,090
+1,181
| +5% | +$118K | 0.28% | 40 |
|
2024
Q3 | $2.63M | Buy |
25,909
+22,026
| +567% | +$2.23M | 0.27% | 47 |
|
2024
Q2 | $388K | Hold |
3,883
| – | – | 0.04% | 104 |
|
2024
Q1 | $392K | Hold |
3,883
| – | – | 0.05% | 88 |
|
2023
Q4 | $394K | Buy |
3,883
+3,877
| +64,617% | +$393K | 0.05% | 88 |
|
2023
Q3 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 472 |
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 480 |
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 505 |
|