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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.79M Sell
2025
Q2
$2.17M Sell
2025
Q1
$2.7M Hold
2024
Q4
$2.73M Buy