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Moneta Group Investment Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Moneta Group Investment Advisors’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,284
Closed -$227K – 707
2024
Q4 		$227K Hold
2,284
– – ﹤0.01% 599
2024
Q3 		$232K Buy
+2,284
New +$232K ﹤0.01% 585