Wedmont Private Capital’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 | $6.89M | Buy |
70,763
+3,614
| +5% | +$352K | 0.29% | 48 |
|
2025
Q1 | $6.44M | Buy |
67,149
+11,935
| +22% | +$1.14M | 0.33% | 48 |
|
2024
Q4 | $5.46M | Sell |
55,214
-517
| -0.9% | -$51.1K | 0.29% | 48 |
|
2024
Q3 | $5.61M | Buy |
55,731
+4,743
| +9% | +$478K | 0.32% | 46 |
|
2024
Q2 | $5.1M | Buy |
50,988
+15,858
| +45% | +$1.59M | 0.32% | 46 |
|
2024
Q1 | $3.5M | Buy |
+35,130
| New | +$3.5M | 0.26% | 58 |
|