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Concurrent Investment Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Concurrent Investment Advisors’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
14,898
+751
+5% +$73.3K 0.03% 504
2025
Q1 		$1.39M Buy
+14,147
New +$1.39M 0.03% 449