Brio Consultants’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	$5.8M	Buy	59,384 +6,455	+12%	+$630K	0.85%	31
2025 Q1	$5.21M	Buy	52,929 +44,472	+526%	+$4.38M	0.82%	33
2024 Q4	$842K	Buy	+8,457	New	+$842K	0.13%	64