CVA Family Office’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	$18K	Sell	184 -150	-45%	-$14.6K	﹤0.01%	710
2025 Q1	$32.9K	Hold	334	–	–	0.01%	588
2024 Q4	$33.2K	Hold	334	–	–	0.01%	588
2024 Q3	$33.9K	Buy	334 +14	+4%	+$1.42K	0.01%	573
2024 Q2	$31.8K	Buy	+320	New	+$31.8K	0.01%	571