Ownership history in FLC Capital Advisors · 7 quarters on record
This page tracks every 13F SEC filing in which FLC Capital Advisors reported a position in VANGUARD CALIF TAX FREE FDS (VTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,577 | +2,330 | +11.5% | 0.42% | $2.3M | $99.76 |
| 2025 Q3 | REDUCED | 20,247 | -11 | -0.1% | 0.39% | $2.0M | $98.21 |
| 2025 Q2 | REDUCED | 20,258 | -563 | -2.7% | 0.41% | $2.0M | $95.30 |
| 2025 Q1 | ADDED | 20,821 | +3,067 | +17.3% | 0.46% | $2.0M | $95.36 |
| 2024 Q4 | ADDED | 17,754 | +176 | +1.0% | 0.41% | $1.8M | $95.94 |
| 2024 Q3 | ADDED | 17,578 | +832 | +5.0% | 0.41% | $1.8M | $96.84 |
| 2024 Q2 | INITIATED | 16,746 | — | — | 0.41% | $1.7M | — |
As of 2025 Q4 — sorted by position size