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

Independent Financial Group’s Portfolio VTEC Stock Details VTEC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$637K	Sell
2025 Q4	$829K	Hold
2025 Q3	$825K	Buy