Sterling Financial Planning’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 | $2.96M | Buy |
29,326
+902
| +3% | +$91K | 0.99% | 30 |
|
|
2025
Q1 | $2.86M | Buy |
28,424
+2,775
| +11% | +$279K | 1.04% | 30 |
|
|
2024
Q4 | $2.57M | Buy |
25,649
+4,864
| +23% | +$488K | 0.95% | 33 |
|
|
2024
Q3 | $2.11M | Buy |
20,785
+1,715
| +9% | +$174K | 0.78% | 36 |
|
|
2024
Q2 | $1.91M | Sell |
19,070
-2,621
| -12% | -$262K | 0.77% | 35 |
|
|
2024
Q1 | $2.18M | Buy |
21,691
+4,227
| +24% | +$426K | 0.89% | 35 |
|
|
2023
Q4 | $1.77M | Buy |
17,464
+13,429
| +333% | +$1.36M | 0.77% | 38 |
|
|
2023
Q3 | $398K | Buy |
4,035
+1,040
| +35% | +$103K | 0.2% | 70 |
|
|
2023
Q2 | $301K | Buy |
+2,995
| New | +$301K | 0.15% | 77 |
|