Jones Financial Companies
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Jones Financial Companies’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Jones Financial Companies’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Buy
18,188
+8,010
+79% +$780K ﹤0.01% 791
2025
Q1 		$1M Buy
10,178
+6,581
+183% +$647K ﹤0.01% 861
2024
Q4 		$358K Buy
+3,597
New +$358K ﹤0.01% 1125