Values Added Financial LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1973921
WASHINGTON, DC
All Filings in VTEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,322,789 | 13,149 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,188,068 | 11,991 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $718,123 | 7,298 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $726,442 | 7,298 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $739,863 | 7,298 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $725,421 | 7,298 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||