Diversify Advisory Services, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 2021232
SANDY, UT
All Filings in VTEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,992,483 | 19,806 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,985,649 | 19,805 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,975,944 | 19,805 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,933,166 | 19,805 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $902,131 | 9,063 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,348,340 | 13,300 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||