Stonebridge Capital Advisors’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 | $8.06M | Buy |
79,841
+3,196
| +4% | +$323K | 0.61% | 53 |
|
2025
Q1 | $7.7M | Buy |
76,645
+4,832
| +7% | +$486K | 0.63% | 53 |
|
2024
Q4 | $7.2M | Buy |
71,813
+2,666
| +4% | +$267K | 0.58% | 51 |
|
2024
Q3 | $7.01M | Buy |
69,147
+6,381
| +10% | +$647K | 0.57% | 52 |
|
2024
Q2 | $6.28M | Buy |
62,766
+25,026
| +66% | +$2.5M | 0.55% | 53 |
|
2024
Q1 | $3.8M | Buy |
+37,740
| New | +$3.8M | 0.34% | 65 |
|