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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$556K Hold
2024
Q4
$562K Hold
2024
Q3
$573K Hold
2024
Q2
$562K Buy