CATALYST PRIVATE WEALTH, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1831193
SAN MATEO, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$938,485
-$10,776 QoQ
Shares Held
9,472
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $938,485 | 9,472 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $949,261 | 9,468 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $254,114 | 2,547 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $240,608 | 2,465 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||