BCM
Blume Capital Management’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 | $244K | Hold |
2,500
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $246K | Hold |
2,500
| – | – | 0.06% | 96 |
|
|
2024
Q4 | $249K | Hold |
2,500
| – | – | 0.06% | 95 |
|
|
2024
Q3 | $253K | Sell |
2,500
-1,000
| -29% | -$101K | 0.06% | 93 |
|
|
2024
Q2 | $348K | Hold |
3,500
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $352K | Buy |
+3,500
| New | +$352K | 0.09% | 75 |
|