Spire Wealth Management
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1858740
MCLEAN, VA
Position in VTEC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$34,678
-$413 QoQ
Shares Held
350
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
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 | $34,678 | 350 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $35,091 | 350 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,977 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,952 | 20 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,968 | 20 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,990 | 20 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||