Sweeney & Michel’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Buy	5,176 +1,892	+58%	+$183K	0.18%	84
2025 Q1	$314K	Buy	+3,284	New	+$314K	0.14%	96
2024 Q3	$205K	Buy	2,030 +14	+0.7%	+$1.41K	0.08%	115
2024 Q2	$201K	Buy	+2,016	New	+$201K	0.09%	110