Evoke Wealth’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
$2.54M Buy
26,042
+5,047
+24% +$493K 0.06% 123
2025
Q1
$2.07M Buy
20,995
+17,972
+595% +$1.77M 0.05% 132
2024
Q4
$301K Buy
+3,023
New +$301K 0.01% 339