RWM
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Rialto Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Rialto Wealth Management’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
42,312
+6,921
+20% +$339K 0.58% 45
2025
Q1 		$1.76M Sell
35,391
-979
-3% -$48.6K 0.55% 45
2024
Q4 		$1.82M Buy
+36,370
New +$1.82M 0.6% 43