RWB
RMR Wealth Builders’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 | $442K | Hold |
9,013
| – | – | 0.04% | 176 |
|
2025
Q1 | $447K | Hold |
9,013
| – | – | 0.05% | 159 |
|
2024
Q4 | $452K | Hold |
9,013
| – | – | 0.05% | 164 |
|
2024
Q3 | $461K | Hold |
9,013
| – | – | 0.05% | 162 |
|
2024
Q2 | $452K | Hold |
9,013
| – | – | 0.05% | 158 |
|
2024
Q1 | $456K | Buy |
9,013
+235
| +3% | +$11.9K | 0.06% | 159 |
|
2023
Q4 | $448K | Buy |
+8,778
| New | +$448K | 0.06% | 151 |
|