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