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Bridgewealth Advisory Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bridgewealth Advisory Group’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,787
Closed -$1.17M – 118
2024
Q4 		$1.17M Buy
11,787
+3,024
+35% +$301K 0.33% 44
2024
Q3 		$888K Buy
8,763
+3,849
+78% +$390K 0.32% 41
2024
Q2 		$488K Buy
+4,914
New +$488K 0.22% 48