Valeo Financial Advisors’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
3,461
-9,172
-73% -$675K 0.01% 632
2025
Q1
$938K Buy
12,633
+2,380
+23% +$177K 0.03% 274
2024
Q4
$765K Buy
+10,253
New +$765K 0.02% 318