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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
12,418
+3,936
+46% +$384K 0.12% 64
2025
Q1 		$835K Buy
8,482
+2,480
+41% +$244K 0.09% 80
2024
Q4 		$597K Buy
6,002
+2
+0% +$199 0.07% 101
2024
Q3 		$608K Buy
+6,000
New +$608K 0.1% 80