RFS
Richardson Financial Services’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 | $1.02M | Buy |
+20,793
| New | +$1.02M | 0.68% | 32 |
|
|
2025
Q1 | – | Sell |
-18,920
| Closed | -$948K | – | 638 |
|
|
2024
Q4 | $948K | Sell |
18,920
-26,034
| -58% | -$1.31M | 0.67% | 33 |
|
|
2024
Q3 | $2.28M | Buy |
44,954
+22,477
| +100% | +$1.14M | 1.45% | 12 |
|
|
2024
Q2 | $1.13M | Buy |
22,477
+53
| +0.2% | +$2.66K | 0.81% | 26 |
|
|
2024
Q1 | $1.12M | Buy |
+22,424
| New | +$1.12M | 0.79% | 30 |
|