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 |
|