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

Atomi Financial Group’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,996
Closed -$202K – 1036
2024
Q3 		$202K Buy
+1,996
New +$201K 0.01% 851

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WPC
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FMN
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
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PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Atomi Financial Group's VTEC Position: Q4 2024 in Review

Atomi Financial Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q4 2024, closing a stake of 1,996 shares — an estimated $202K sold.

Atomi Financial Group first reported a position in VTEC in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 59 funds tracked by Wall St. Rank hold VTEC as of Q4 2024.

  • Atomi Financial Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 1,996 Vanguard California Tax-Exempt Bond ETF shares in Q4 2024, an estimated $202K.
  • Atomi Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and held it in 1 quarter.
  • Atomi Financial Group's Vanguard California Tax-Exempt Bond ETF position peaked at $202K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.