Bridgewealth Advisory Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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)
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Pimco Etf Tr Ultra Short Govt (BILZ)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Old Mission Capital
FLC Capital Advisors
Financial Management Network
Jane Street
Values Added Financial
Joel Isaacson & Co
Opes Wealth Management
Beacon Pointe Advisors
Royal Bank of Canada
Bridgewealth Advisory Group
Creative Planning
Keystone Wealth Services
Blume Capital Management
Commonwealth Equity Services

View all funds holding Vanguard Calif Tax Free Fds