Joel Isaacson & Co’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
2025
Q1
Sell
2024
Q4
$715K Buy
2024
Q3
$721K Buy
2024
Q2
$698K Buy