NBWM
VTEC icon

North Berkeley Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

North Berkeley Wealth Management’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$812K Hold
8,322
– – 0.75% 25
2025
Q1 		$819K Hold
8,322
– – 0.85% 22
2024
Q4 		$828K Buy
+8,322
New +$828K 0.84% 20