SAI
Savvy Advisors Inc’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 | $938K | Hold |
9,292
| – | – | 0.06% | 228 |
|
|
2025
Q1 | $934K | Hold |
9,292
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $932K | Hold |
9,292
| – | – | 0.11% | 152 |
|
|
2024
Q3 | $942K | Buy |
9,292
+400
| +4% | +$40.6K | 0.19% | 110 |
|
|
2024
Q2 | $890K | Buy |
+8,892
| New | +$890K | 0.29% | 82 |
|