SPP
VTES icon

Single Point Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Single Point Partners’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
2026
Q1 		$1.57M Buy
15,557
+1,020
+7% +$104K 0.31% 29
2025
Q4 		$1.48M Buy
14,537
+710
+5% +$72.1K 0.29% 29
2025
Q3 		$1.41M Buy
13,827
+122
+0.9% +$12.4K 0.29% 31
2025
Q2 		$1.38M Buy
13,705
+1,436
+12% +$144K 0.3% 31
2025
Q1 		$1.23M Buy
12,269
+554
+5% +$55.7K 0.29% 33
2024
Q4 		$1.17M Buy
+11,715
New +$1.18M 0.27% 33
2024
Q2 		– Sell
-9,864
Closed -$993K – 76
2024
Q1 		$993K Buy
9,864
+207
+2% +$20.9K 0.23% 38
2023
Q4 		$979K Buy
+9,657
New +$963K 0.24% 38

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WFAG
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Bank of America
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GG
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TWIM
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Raymond James Financial
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SI
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return