SPP
Single Point Partners’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 | $1.38M | Buy |
13,705
+1,436
| +12% | +$145K | 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 | +$1.17M | 0.27% | 33 |
|
2024
Q2 | – | Sell |
-9,864
| Closed | -$993K | – | 76 |
|
2024
Q1 | $993K | Buy |
9,864
+207
| +2% | +$20.8K | 0.23% | 38 |
|
2023
Q4 | $979K | Buy |
+9,657
| New | +$979K | 0.24% | 38 |
|