The Family Firm’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	–	Sell	-2,057	Closed	-$207K	–	200
2025 Q1	$207K	Buy	2,057 +10	+0.5%	+$1.01K	0.05%	208
2024 Q4	$205K	Buy	2,047 +20	+1%	+$2.01K	0.05%	207
2024 Q3	$206K	Buy	2,027 +15	+0.7%	+$1.52K	0.05%	205
2024 Q2	$201K	Buy	+2,012	New	+$201K	0.04%	194