RWP
Revolve Wealth Partners’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 | $1.16M | Sell |
23,640
-8,029
| -25% | -$394K | 0.15% | 76 |
|
|
2025
Q1 | $1.57M | Buy |
31,669
+18,048
| +133% | +$896K | 0.23% | 62 |
|
|
2024
Q4 | $683K | Sell |
13,621
-6,164
| -31% | -$309K | 0.1% | 95 |
|
|
2024
Q3 | $1.01M | Buy |
19,785
+554
| +3% | +$28.3K | 0.15% | 75 |
|
|
2024
Q2 | $964K | Sell |
19,231
-943
| -5% | -$47.3K | 0.16% | 68 |
|
|
2024
Q1 | $1.02M | Buy |
20,174
+1,631
| +9% | +$82.5K | 0.17% | 65 |
|
|
2023
Q4 | $947K | Sell |
18,543
-12,969
| -41% | -$662K | 0.18% | 61 |
|
|
2023
Q3 | $1.52M | Buy |
31,512
+3,250
| +11% | +$156K | 0.35% | 53 |
|
|
2023
Q2 | $1.42M | Sell |
28,262
-24
| -0.1% | -$1.21K | 0.33% | 52 |
|
|
2023
Q1 | $1.43M | Sell |
28,286
-30,961
| -52% | -$1.57M | 0.36% | 50 |
|
|
2022
Q4 | $2.93M | Sell |
59,247
-6,744
| -10% | -$334K | 0.84% | 26 |
|
|
2022
Q3 | $3.18M | Sell |
65,991
-7,048
| -10% | -$339K | 1.06% | 23 |
|
|
2022
Q2 | $3.65M | Buy |
73,039
+67,643
| +1,254% | +$3.38M | 1.2% | 21 |
|
|
2022
Q1 | $278K | Sell |
5,396
-2,069
| -28% | -$107K | 0.08% | 108 |
|
|
2021
Q4 | $410K | Buy |
+7,465
| New | +$410K | 0.12% | 88 |
|