Values Added Financial’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	–	Sell	-7,298	Closed	-$718K	–	126
2025 Q1	$718K	Hold	7,298	–	–	0.4%	49
2024 Q4	$726K	Hold	7,298	–	–	0.42%	46
2024 Q3	$740K	Hold	7,298	–	–	0.47%	38
2024 Q2	$725K	Buy	+7,298	New	+$725K	0.52%	36