Sunesis 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
Q1
$1.2M Hold
11,984
0.65% 22
2024
Q4
$1.2M Hold
11,984
0.73% 19
2024
Q3
$1.22M Hold
11,984
0.73% 20
2024
Q2
$1.2M Hold
11,984
0.71% 22
2024
Q1
$1.21M Hold
11,984
0.71% 24
2023
Q4
$1.22M Buy
+11,984
New +$1.22M 0.74% 25