Watchman Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,011
| Closed | -$502K | – | 89 |
|
|
2024
Q4 | $502K | Buy |
5,011
+130
| +3% | +$13K | 0.13% | 59 |
|
|
2024
Q3 | $495K | Sell |
4,881
-3,850
| -44% | -$390K | 0.13% | 58 |
|
|
2024
Q2 | $874K | Buy |
8,731
+706
| +9% | +$70.6K | 0.28% | 51 |
|
|
2024
Q1 | $808K | Buy |
8,025
+669
| +9% | +$67.4K | 0.24% | 53 |
|
|
2023
Q4 | $746K | Buy |
7,356
+320
| +5% | +$32.5K | 0.25% | 52 |
|
|
2023
Q3 | $694K | Buy |
7,036
+111
| +2% | +$11K | 0.3% | 48 |
|
|
2023
Q2 | $696K | Buy |
+6,925
| New | +$696K | 0.34% | 44 |
|