SLWA
VTES icon

San Luis Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

San Luis Wealth Advisors’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
Q3 		– Sell
-15,548
Closed -$1.57M – 184
2025
Q2 		$1.57M Sell
15,548
-79,077
-84% -$7.92M 0.34% 49
2025
Q1 		$9.51M Sell
94,625
-9,543
-9% -$960K 2.15% 9
2024
Q4 		$10.4M Buy
104,168
+9,798
+10% +$987K 1.98% 13
2024
Q3 		$9.57M Buy
94,370
+25,116
+36% +$2.53M 1.98% 11
2024
Q2 		$6.93M Buy
+69,254
New +$6.92M 1.66% 13

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GG
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KIM
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SI
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