Wealth Enhancement Advisory Services’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
Q2 | $10.1M | Sell |
100,144
-3,437
| -3% | -$346K | 0.02% | 624 |
|
|
2025
Q1 | $10.4M | Sell |
103,581
-7,929
| -7% | -$797K | 0.02% | 564 |
|
|
2024
Q4 | $11.2M | Buy |
111,510
+12,109
| +12% | +$1.21M | 0.02% | 526 |
|
|
2024
Q3 | $10.1M | Buy |
99,401
+19,991
| +25% | +$2.03M | 0.02% | 509 |
|
|
2024
Q2 | $7.95M | Buy |
79,410
+8,879
| +13% | +$889K | 0.02% | 549 |
|
|
2024
Q1 | $7.1M | Buy |
+70,531
| New | +$7.1M | 0.02% | 568 |
|