SwitchPoint Financial Planning’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	$1.2M	Sell	11,897 -1,291	-10%	-$130K	0.98%	25
2025 Q1	$1.33M	Sell	13,188 -151	-1%	-$15.2K	1.26%	21
2024 Q4	$1.34M	Buy	+13,339	New	+$1.34M	1.28%	20