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Diversify Advisory Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Diversify Advisory Services’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
+19,805
New +$1.93M 0.07% 195
2025
Q1 		– Sell
-9,063
Closed -$896K – 700
2024
Q4 		$896K Sell
9,063
-4,237
-32% -$419K 0.05% 244
2024
Q3 		$1.33M Buy
+13,300
New +$1.33M 0.07% 212