North Berkeley Wealth Management, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 2062383
Berkeley, CA
All Filings in VTEC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,365 | 11,276 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $824,543 | 8,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $834,363 | 8,322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $830,285 | 8,322 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $812,310 | 8,322 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $818,884 | 8,322 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $828,371 | 8,322 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||