Stone Summit Wealth’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 | $501K | Buy |
4,959
+619
| +14% | +$62.5K | 0.16% | 101 |
|
|
2025
Q1 | $436K | Sell |
4,340
-1,333
| -23% | -$134K | 0.15% | 105 |
|
|
2024
Q4 | $569K | Sell |
5,673
-119
| -2% | -$11.9K | 0.19% | 88 |
|
|
2024
Q3 | $587K | Sell |
5,792
-237
| -4% | -$24K | 0.19% | 90 |
|
|
2024
Q2 | $603K | Sell |
6,029
-823
| -12% | -$82.4K | 0.22% | 84 |
|
|
2024
Q1 | $690K | Sell |
6,852
-20
| -0.3% | -$2.01K | 0.24% | 83 |
|
|
2023
Q4 | $697K | Buy |
6,872
+2,919
| +74% | +$296K | 0.27% | 82 |
|
|
2023
Q3 | $390K | Buy |
3,953
+1,373
| +53% | +$136K | 0.17% | 108 |
|
|
2023
Q2 | $259K | Buy |
+2,580
| New | +$259K | 0.11% | 126 |
|