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Waldron Private Wealth’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Waldron Private Wealth’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,128
Closed -$723K – 451
2023
Q4 		$723K Buy
+7,128
New +$723K 0.03% 189