Root Financial Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Root Financial Partners’s Portfolio VTEC Stock Details VTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.2M	Buy
2025 Q2	$1.21M	Buy
2025 Q1	$835K	Buy
2024 Q4	$597K	Buy
2024 Q3	$608K	Buy