Albion Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$61K Buy
625
+200
+47% +$19.5K ﹤0.01% 228
2025
Q1
$41.8K Hold
425
﹤0.01% 259
2024
Q4
$42.3K Buy
+425
New +$42.3K ﹤0.01% 263