OPTIMA CAPITAL LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2070972
PORTLAND, OR
Position in VTEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$242,944
-$2,793 QoQ
Shares Held
2,452
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,944 | 2,452 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $245,737 | 2,451 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||