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Vanguard Calif Tax Free Fds shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds (VTEC) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Vanguard Calif Tax Free Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Calif Tax Free Fds held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Calif Tax Free Fds by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $888k 8.8k 101.38
2024-06-30 $489k 4.9k 99.40

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Jane Street
Wedmont Private Capital
Old Mission Capital
Financial Management Network
FLC Capital Advisors
Fort Point Capital Partners
Commonwealth Equity Services
Flow Traders US
Raymond James & Associates
Diversify Advisory Services
Creative Planning
Wedbush Morgan Securities
Beverly Hills Private Wealth
Bridgewealth Advisory Group

View all funds holding Vanguard Calif Tax Free Fds