Meridian Wealth Management’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	$525K	Buy	5,375 +470	+10%	+$45.9K	0.02%	434
2025 Q1	$483K	Hold	4,905	–	–	0.02%	416
2024 Q4	$488K	Buy	4,905 +350	+8%	+$34.8K	0.02%	416
2024 Q3	$462K	Buy	+4,555	New	+$462K	0.02%	420