KWS
Keystone Wealth Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
5,500
-147
| -3% | -$14.3K | 0.13% | 168 |
|
|
2025
Q1 | $556K | Buy |
5,647
+1,892
| +50% | +$186K | 0.15% | 139 |
|
|
2024
Q4 | $374K | Buy |
3,755
+225
| +6% | +$22.4K | 0.1% | 178 |
|
|
2024
Q3 | $358K | Buy |
3,530
+15
| +0.4% | +$1.52K | 0.1% | 182 |
|
|
2024
Q2 | $349K | Buy |
+3,515
| New | +$349K | 0.11% | 164 |
|