RCS Financial Planning’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$705K Sell
2025
Q1
$762K Buy
2024
Q4
$750K Buy
2024
Q3
$709K Buy
2024
Q2
$619K Buy
2024
Q1
$598K Hold
2023
Q4
$603K Sell
2023
Q3
$1.01M Buy