Beverly Hills Private Wealth’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
2024 Q4	–	Sell	-10,283	Closed	-$1.04M	–	356
2024 Q3	$1.04M	Buy	+10,283	New	+$1.04M	0.21%	122