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

Elevation 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 		– Sell
-4,360
Closed -$429K – 505
2025
Q1 		$429K Buy
4,360
+24
+0.6% +$2.36K 0.19% 75
2024
Q4 		$432K Buy
+4,336
New +$432K 0.18% 74