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Financial Connections Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Financial Connections Group’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-103
Closed -$10K – 351
2024
Q2 		$10K Buy
+103
New +$10.2K 0.01% 199

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WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $560M AUM 18.17% 1-Year Est. Return
FPCP
Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

Financial Connections Group's VTEC Position: Q3 2024 in Review

Financial Connections Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2024, closing a stake of 103 shares — an estimated $10K sold.

Financial Connections Group first reported a position in VTEC in Q2 2024 and held it in 1 quarter. The position peaked at $10K in Q2 2024. 42 funds tracked by Wall St. Rank hold VTEC as of Q3 2024.

  • Financial Connections Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 103 Vanguard California Tax-Exempt Bond ETF shares in Q3 2024, an estimated $10K.
  • Financial Connections Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and held it in 1 quarter.
  • Financial Connections Group's Vanguard California Tax-Exempt Bond ETF position peaked at $10K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.