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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.17M	Sell	22,245 -5,149	-19%	-$503K	0.08%	182
2025 Q1	$2.7M	Hold	27,394	–	–	0.11%	134
2024 Q4	$2.73M	Buy	+27,394	New	+$2.73M	0.11%	139