CWP
VTEC icon

Core Wealth Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Core Wealth Partners’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Hold
2,639
– – 0.13% 141
2025
Q1 		$260K Hold
2,639
– – 0.15% 138
2024
Q4 		$263K Hold
2,639
– – 0.15% 137
2024
Q3 		$268K Buy
+2,639
New +$268K 0.16% 129