CAPTRUST Financial Advisors’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 | $15.1M | Buy |
154,216
+38,668
| +33% | +$3.77M | 0.03% | 371 |
|
|
2025
Q1 | $11.4M | Buy |
115,548
+66,549
| +136% | +$6.55M | 0.03% | 399 |
|
|
2024
Q4 | $4.88M | Buy |
48,999
+43,708
| +826% | +$4.35M | 0.01% | 552 |
|
|
2024
Q3 | $536K | Buy |
5,291
+2,607
| +97% | +$264K | ﹤0.01% | 1531 |
|
|
2024
Q2 | $267K | Buy |
+2,684
| New | +$267K | ﹤0.01% | 1878 |
|