BPA
Beacon Pointe Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
+2,543
| New | +$248K | ﹤0.01% | 1103 |
|
|
2025
Q1 | – | Sell |
-10,072
| Closed | -$1M | – | 1241 |
|
|
2024
Q4 | $1M | Buy |
10,072
+1,604
| +19% | +$160K | 0.01% | 627 |
|
|
2024
Q3 | $858K | Buy |
8,468
+2,946
| +53% | +$299K | 0.01% | 671 |
|
|
2024
Q2 | $549K | Buy |
+5,522
| New | +$549K | 0.01% | 831 |
|