Whitegate Investment Counselors’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 | $1.75M | Sell |
17,380
-3,750
| -18% | -$378K | 0.6% | 31 |
|
|
2025
Q1 | $2.12M | Sell |
21,130
-3,715
| -15% | -$373K | 0.75% | 30 |
|
|
2024
Q4 | $2.49M | Sell |
24,845
-860
| -3% | -$86.2K | 0.85% | 26 |
|
|
2024
Q3 | $2.61M | Sell |
25,705
-105
| -0.4% | -$10.6K | 0.69% | 28 |
|
|
2024
Q2 | $2.58M | Sell |
25,810
-770
| -3% | -$77.1K | 0.73% | 27 |
|
|
2024
Q1 | $2.68M | Buy |
26,580
+2,835
| +12% | +$285K | 0.75% | 27 |
|
|
2023
Q4 | $2.41M | Buy |
23,745
+15,900
| +203% | +$1.61M | 0.73% | 26 |
|
|
2023
Q3 | $774K | Buy |
+7,845
| New | +$774K | 0.26% | 39 |
|