Voisard Asset Management Group’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Voisard Asset Management Group’s Portfolio VCRM Stock Details VCRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Sell	3,755 -6,020	-62%	-$456K	0.05%	94
2026 Q1	$735K	Hold	9,775	–	–	0.16%	50
2025 Q4	$739K	Buy	+9,775	New	+$739K	0.16%	50

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Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return