Wealth Enhancement Advisory Services
VTES icon

Wealth Enhancement Advisory Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.69M Sell
66,143
-31,725
-32% -$3.24M 0.01% 756
2025
Q4 		$9.96M Buy
97,868
+1,848
+2% +$188K 0.01% 697
2025
Q3 		$9.76M Sell
96,020
-4,124
-4% -$419K 0.01% 668
2025
Q2 		$10.1M Sell
100,144
-3,437
-3% -$344K 0.02% 625
2025
Q1 		$10.4M Sell
103,581
-7,929
-7% -$798K 0.02% 564
2024
Q4 		$11.2M Buy
111,510
+12,109
+12% +$1.22M 0.02% 527
2024
Q3 		$10.1M Buy
99,401
+19,991
+25% +$2.02M 0.02% 510
2024
Q2 		$7.95M Buy
79,410
+8,879
+13% +$888K 0.02% 549
2024
Q1 		$7.1M Buy
+70,531
New +$7.12M 0.02% 568

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WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return