Allworth Financial’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 | $381K | Buy |
3,903
+3,902
| +390,200% | +$381K | ﹤0.01% | 917 |
|
|
2025
Q1 | $97 | Hold |
1
| – | – | ﹤0.01% | 3949 |
|
|
2024
Q4 | $100 | Hold |
1
| – | – | ﹤0.01% | 3838 |
|
|
2024
Q3 | $102 | Hold |
1
| – | – | ﹤0.01% | 3656 |
|
|
2024
Q2 | $100 | Hold |
1
| – | – | ﹤0.01% | 3598 |
|
|
2024
Q1 | $101 | Buy |
+1
| New | +$101 | ﹤0.01% | 3509 |
|