RZH
Relyea Zuckerberg Hanson’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
23,976
-8,607
| -26% | -$422K | 0.14% | 92 |
|
|
2025
Q1 | $1.62M | Sell |
32,583
-2,163
| -6% | -$107K | 0.22% | 70 |
|
|
2024
Q4 | $1.74M | Buy |
34,746
+6,684
| +24% | +$335K | 0.23% | 67 |
|
|
2024
Q3 | $1.43M | Buy |
28,062
+2,817
| +11% | +$144K | 0.22% | 66 |
|
|
2024
Q2 | $1.27M | Buy |
25,245
+3,022
| +14% | +$151K | 0.21% | 68 |
|
|
2024
Q1 | $1.12M | Buy |
22,223
+2,119
| +11% | +$107K | 0.2% | 70 |
|
|
2023
Q4 | $1.03M | Sell |
20,104
-26,748
| -57% | -$1.37M | 0.2% | 74 |
|
|
2023
Q3 | $2.25M | Buy |
46,852
+1,618
| +4% | +$77.8K | 0.51% | 34 |
|
|
2023
Q2 | $2.27M | Buy |
45,234
+6,179
| +16% | +$310K | 0.51% | 36 |
|
|
2023
Q1 | $1.98M | Buy |
39,055
+8,057
| +26% | +$408K | 0.48% | 38 |
|
|
2022
Q4 | $1.53M | Buy |
30,998
+22,183
| +252% | +$1.1M | 0.44% | 36 |
|
|
2022
Q3 | $424K | Buy |
+8,815
| New | +$424K | 0.15% | 92 |
|
|
2022
Q2 | – | Sell |
-6,871
| Closed | -$349K | – | 154 |
|
|
2022
Q1 | $349K | Sell |
6,871
-347
| -5% | -$17.6K | 0.11% | 120 |
|
|
2021
Q4 | $390K | Buy |
7,218
+411
| +6% | +$22.2K | 0.14% | 108 |
|
|
2021
Q3 | $373K | Sell |
6,807
-1,051
| -13% | -$57.6K | 0.14% | 100 |
|
|
2021
Q2 | $435K | Hold |
7,858
| – | – | 0.18% | 82 |
|
|
2021
Q1 | $433K | Hold |
7,858
| – | – | 0.19% | 75 |
|
|
2020
Q4 | $434K | Hold |
7,858
| – | – | 0.23% | 70 |
|
|
2020
Q3 | $426K | Hold |
7,858
| – | – | 0.27% | 67 |
|
|
2020
Q2 | $425K | Hold |
7,858
| – | – | 0.34% | 63 |
|
|
2020
Q1 | $416K | Hold |
7,858
| – | – | 0.46% | 53 |
|
|
2019
Q4 | $421K | Buy |
+7,858
| New | +$421K | 0.4% | 57 |
|