Keystone Wealth Services, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1866189
PALM DESERT, CA
All Filings in VTEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,236 | 4,227 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $564,756 | 5,700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $569,376 | 5,679 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $562,203 | 5,635 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $536,855 | 5,500 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $555,664 | 5,647 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $373,772 | 3,755 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $357,867 | 3,530 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $349,391 | 3,515 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||