PRWA
Platte River Wealth Advisors’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 | – | Sell |
-37,036
| Closed | -$1.89M | – | 97 |
|
|
2023
Q4 | $1.89M | Sell |
37,036
-16,591
| -31% | -$847K | 0.63% | 34 |
|
|
2023
Q3 | $2.58M | Sell |
53,627
-6,100
| -10% | -$293K | 0.94% | 29 |
|
|
2023
Q2 | $3M | Buy |
59,727
+2,237
| +4% | +$112K | 1.05% | 26 |
|
|
2023
Q1 | $2.91M | Sell |
57,490
-9,730
| -14% | -$493K | 1.12% | 25 |
|
|
2022
Q4 | $3.33M | Sell |
67,220
-4,004
| -6% | -$198K | 1.41% | 19 |
|
|
2022
Q3 | $3.43M | Sell |
71,224
-11,846
| -14% | -$570K | 1.53% | 18 |
|
|
2022
Q2 | $4.15M | Buy |
+83,070
| New | +$4.15M | 1.8% | 17 |
|