Fort Point Capital Partners’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	$1.8M	Buy	18,478 +1,030	+6%	+$101K	0.13%	87
2025 Q1	$1.72M	Buy	17,448 +87	+0.5%	+$8.56K	0.19%	88
2024 Q4	$1.73M	Buy	17,361 +143	+0.8%	+$14.2K	0.19%	85
2024 Q3	$1.75M	Buy	+17,218	New	+$1.75M	0.22%	73