WealthShield Partners’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

WealthShield Partners’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
2023 Q4	–	Sell	-4,395	Closed	-$434K	–	512
2023 Q3	$434K	Buy	+4,395	New	+$439K	0.07%	217

Other funds holding VTES

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

WealthShield Partners's VTES Position: Q4 2023 in Review

WealthShield Partners sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2023, closing a stake of 4,395 shares — an estimated $434K sold.

WealthShield Partners first reported a position in VTES in Q3 2023 and held it in 1 quarter. The position peaked at $434K in Q3 2023. 75 funds tracked by Wall St. Rank hold VTES as of Q4 2023.

WealthShield Partners reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 4,395 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2023, an estimated $434K.
WealthShield Partners first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q3 2023 and held it in 1 quarter.
WealthShield Partners's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $434K in Q3 2023.
75 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.