Creative Planning’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
52,635
+36,723
| +231% | +$3.58M | ﹤0.01% | 742 |
|
|
2025
Q1 | $1.57M | Buy |
15,912
+318
| +2% | +$31.3K | ﹤0.01% | 1364 |
|
|
2024
Q4 | $1.55M | Buy |
15,594
+4,675
| +43% | +$465K | ﹤0.01% | 1298 |
|
|
2024
Q3 | $1.11M | Buy |
10,919
+7,356
| +206% | +$746K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $354K | Buy |
3,563
+361
| +11% | +$35.9K | ﹤0.01% | 2214 |
|
|
2024
Q1 | $322K | Buy |
+3,202
| New | +$322K | ﹤0.01% | 2181 |
|