Golden State Wealth Management, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1776033
SANTA ANA, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$69,851
-$832 QoQ
Shares Held
705
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,851 | 705 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $70,683 | 705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $50,383 | 505 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $49,293 | 505 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $49,692 | 505 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $50,267 | 505 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||