RFP
RCS Financial Planning’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 | $705K | Sell |
6,990
-590
| -8% | -$59.5K | 0.35% | 47 |
|
|
2025
Q1 | $762K | Buy |
7,580
+94
| +1% | +$9.45K | 0.4% | 40 |
|
|
2024
Q4 | $750K | Buy |
7,486
+496
| +7% | +$49.7K | 0.4% | 39 |
|
|
2024
Q3 | $709K | Buy |
6,990
+808
| +13% | +$81.9K | 0.39% | 38 |
|
|
2024
Q2 | $619K | Buy |
6,182
+240
| +4% | +$24K | 0.36% | 42 |
|
|
2024
Q1 | $598K | Hold |
5,942
| – | – | 0.37% | 45 |
|
|
2023
Q4 | $603K | Sell |
5,942
-4,253
| -42% | -$431K | 0.39% | 41 |
|
|
2023
Q3 | $1.01M | Buy |
+10,195
| New | +$1.01M | 0.77% | 29 |
|