Bell Investment Advisors’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	$3.62M	Buy	37,108 +35,821	+2,783%	+$3.5M	0.62%	29
2025 Q1	$127K	Buy	1,287 +1,186	+1,174%	+$117K	0.02%	128
2024 Q4	$10K	Buy	101 +1	+1%	+$99	﹤0.01%	608
2024 Q3	$10.1K	Buy	100 +31	+45%	+$3.14K	﹤0.01%	620
2024 Q2	$6.87K	Buy	+69	New	+$6.87K	﹤0.01%	767