Trellis Wealth Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
2025
Q1
$369K Buy
2024
Q4
$367K Buy
2024
Q3
$369K Sell
2024
Q2
$391K Buy