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Ridgecrest Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ridgecrest Wealth Partners’s Portfolio VTEB Stock Details VTEB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,175
Closed -$1.27M – 123
2021
Q4 		$1.27M Buy
23,175
+14,190
+158% +$779K 0.62% 40
2021
Q3 		$492K Buy
+8,985
New +$492K 0.27% 70