Wescott Financial Advisory 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
Q2 | $64.3M | Sell |
637,076
-10,221
| -2% | -$1.03M | 6.15% | 3 |
|
|
2025
Q1 | $65.1M | Buy |
647,297
+15,511
| +2% | +$1.56M | 6.74% | 3 |
|
|
2024
Q4 | $63.3M | Buy |
631,786
+14,749
| +2% | +$1.48M | 6.56% | 3 |
|
|
2024
Q3 | $62.6M | Buy |
617,037
+35,133
| +6% | +$3.56M | 6.73% | 3 |
|
|
2024
Q2 | $58.2M | Buy |
581,904
+42,547
| +8% | +$4.26M | 6.76% | 3 |
|
|
2024
Q1 | $54.3M | Buy |
539,357
+58,313
| +12% | +$5.87M | 6.75% | 3 |
|
|
2023
Q4 | $48.8M | Buy |
481,044
+25,344
| +6% | +$2.57M | 6.83% | 3 |
|
|
2023
Q3 | $45M | Buy |
455,700
+14,170
| +3% | +$1.4M | 8.22% | 2 |
|
|
2023
Q2 | $44.4M | Buy |
+441,530
| New | +$44.4M | 7.84% | 2 |
|