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

Compass Advisory Group’s Portfolio VTEC Stock Details VTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$221K	Hold
2024 Q4	$223K	Buy