TWA
Trellis Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
3,496
-177
| -5% | -$17.9K | 0.15% | 30 |
|
|
2025
Q1 | $369K | Buy |
3,673
+12
| +0.3% | +$1.21K | 0.18% | 29 |
|
|
2024
Q4 | $367K | Buy |
3,661
+25
| +0.7% | +$2.51K | 0.18% | 27 |
|
|
2024
Q3 | $369K | Sell |
3,636
-275
| -7% | -$27.9K | 0.18% | 25 |
|
|
2024
Q2 | $391K | Buy |
+3,911
| New | +$391K | 0.21% | 24 |
|