Shared Vision Wealth Group LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 2008178
CARLSBAD, X1
All Filings in VTEC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,694,821 | 57,477 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,462,572 | 44,510 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,517,197 | 25,230 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||