RFG
RFP Financial Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,618
| Closed | -$262K | – | 782 |
|
|
2024
Q2 | $262K | Sell |
2,618
-2,306
| -47% | -$231K | 0.1% | 92 |
|
|
2024
Q1 | $496K | Sell |
4,924
-1,987
| -29% | -$200K | 0.19% | 61 |
|
|
2023
Q4 | $701K | Sell |
6,911
-1,952
| -22% | -$198K | 0.29% | 48 |
|
|
2023
Q3 | $875K | Sell |
8,863
-36,725
| -81% | -$3.63M | 0.39% | 42 |
|
|
2023
Q2 | $4.58M | Buy |
+45,588
| New | +$4.58M | 1.87% | 12 |
|