RWM
Revisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
21,969
+2,821
| +15% | +$138K | 0.39% | 49 |
|
|
2025
Q1 | $950K | Buy |
19,148
+9,961
| +108% | +$494K | 0.42% | 45 |
|
|
2024
Q4 | $461K | Sell |
9,187
-18,374
| -67% | -$921K | 0.42% | 48 |
|
|
2024
Q3 | $1.41M | Buy |
27,561
+18,374
| +200% | +$939K | 0.88% | 22 |
|
|
2024
Q2 | $460K | Buy |
+9,187
| New | +$460K | 0.32% | 61 |
|
|
2024
Q1 | – | Sell |
-20,713
| Closed | -$1.06M | – | 203 |
|
|
2023
Q4 | $1.06M | Buy |
20,713
+13,882
| +203% | +$709K | 1.22% | 14 |
|
|
2023
Q3 | $329K | Buy |
+6,831
| New | +$329K | 0.28% | 95 |
|