Whitegate Investment Counselors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Whitegate Investment Counselors’s Portfolio VTES Stock Details VTES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.77M	Hold
2025 Q2	$1.75M	Sell
2025 Q1	$2.12M	Sell
2024 Q4	$2.49M	Sell
2024 Q3	$2.61M	Sell
2024 Q2	$2.58M	Sell
2024 Q1	$2.68M	Buy
2023 Q4	$2.41M	Buy
2023 Q3	$774K	Buy