Silver Oak Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
19,920
-528
| -3% | -$53.3K | 0.97% | 18 |
|
|
2025
Q1 | $2.06M | Buy |
20,448
+670
| +3% | +$67.3K | 1.09% | 16 |
|
|
2024
Q4 | $1.98M | Buy |
19,778
+267
| +1% | +$26.8K | 1.05% | 18 |
|
|
2024
Q3 | $1.98M | Buy |
19,511
+1,154
| +6% | +$117K | 1.01% | 18 |
|
|
2024
Q2 | $1.84M | Buy |
18,357
+1,238
| +7% | +$124K | 1.02% | 17 |
|
|
2024
Q1 | $1.72M | Buy |
17,119
+1,201
| +8% | +$121K | 0.97% | 17 |
|
|
2023
Q4 | $1.61M | Buy |
15,918
+8,890
| +126% | +$901K | 0.95% | 17 |
|
|
2023
Q3 | $693K | Buy |
+7,028
| New | +$693K | 0.45% | 26 |
|