SIS
VSDM

Strategic Investment Solutions’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Strategic Investment Solutions’s Portfolio VSDM Stock Details VSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,302
Closed -$227K – 733
2026
Q1 		$227K Buy
3,302
+17
+0.5% +$1.31K 0.05% 136
2025
Q4 		$251K Buy
+3,285
New +$251K 0.06% 123

Other funds holding VSDM

MWA
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CA
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BHWM
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APW
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PFA
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SFGP
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WPC
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QFPS
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BCG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return