Retirement Planning Group (Kansas)’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
2024
Q4
Sell
-1,977
Closed -$201K 287
2024
Q3
$201K Buy
+1,977
New +$201K 0.01% 261
2024
Q1
Sell
-1,977
Closed -$200K 219
2023
Q4
$200K Buy
+1,977
New +$200K 0.02% 183