SLWA
San Luis Wealth Advisors’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 | $1.57M | Sell |
15,548
-79,077
| -84% | -$7.98M | 0.34% | 49 |
|
|
2025
Q1 | $9.51M | Sell |
94,625
-9,543
| -9% | -$959K | 2.15% | 9 |
|
|
2024
Q4 | $10.4M | Buy |
104,168
+9,798
| +10% | +$982K | 1.98% | 13 |
|
|
2024
Q3 | $9.57M | Buy |
94,370
+25,116
| +36% | +$2.55M | 1.98% | 11 |
|
|
2024
Q2 | $6.93M | Buy |
+69,254
| New | +$6.93M | 1.66% | 13 |
|