TWM
VTEC icon

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

Tolleson Wealth Management’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
Q4 		$331K Hold
3,300
– – 0.05% 76
2025
Q3 		$329K Hold
3,300
– – 0.05% 74
2025
Q2 		$322K Hold
3,300
– – 0.06% 71
2025
Q1 		$325K Hold
3,300
– – 0.06% 72
2024
Q4 		$328K Hold
3,300
– – 0.07% 76
2024
Q3 		$335K Buy
+3,300
New +$332K 0.06% 67

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Cetera Investment Advisers
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Jane Street
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CAPTRUST Financial Advisors
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WPC
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GC
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LPL Financial
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EW
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