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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,243
Closed -$221K – 77
2025
Q1 		$221K Hold
2,243
– – 0.08% 73
2024
Q4 		$223K Buy
+2,243
New +$223K 0.08% 70