United Capital Financial Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

United Capital Financial Advisors’s Portfolio VTEC Stock Details VTEC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.5M	Buy
2025 Q4	$3.83M	Buy
2025 Q3	$2.63M	Buy
2025 Q2	$549K	Buy