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Roberts Wealth Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Roberts Wealth Advisors’s Portfolio VTEC Stock Details VTEC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,090
Closed -$206K – 100
2025
Q1 		$206K Buy
+2,090
New +$206K 0.06% 98