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

Opes 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 		– Sell
-5,650
Closed -$556K – 151
2025
Q1 		$556K Hold
5,650
– – 0.11% 84
2024
Q4 		$562K Hold
5,650
– – 0.12% 76
2024
Q3 		$573K Hold
5,650
– – 0.11% 75
2024
Q2 		$562K Buy
+5,650
New +$562K 0.12% 77