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

Waverly Advisors’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$735K Buy
7,280
+1,615
+29% +$163K 0.01% 692
2025
Q1 		$569K Sell
5,665
-75
-1% -$7.54K 0.01% 736
2024
Q4 		$575K Buy
+5,740
New +$575K 0.01% 648