MRWM
ML&R Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.01M | Sell |
19,931
-3,639
| -15% | -$184K | 0.23% | 26 |
|
|
2023
Q4 | $1.2M | Buy |
23,570
+16,700
| +243% | +$853K | 0.27% | 27 |
|
|
2023
Q3 | $330K | Hold |
6,870
| – | – | 0.09% | 49 |
|
|
2023
Q2 | $345K | Sell |
6,870
-10,577
| -61% | -$531K | 0.08% | 74 |
|
|
2023
Q1 | $884K | Buy |
17,447
+1,599
| +10% | +$81K | 0.24% | 30 |
|
|
2022
Q4 | $784K | Buy |
15,848
+3,943
| +33% | +$195K | 0.23% | 29 |
|
|
2022
Q3 | $573K | Buy |
+11,905
| New | +$573K | 0.19% | 35 |
|