RFA
RTD Financial Advisors’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 | $9.59M | Buy |
195,551
+21,538
| +12% | +$1.06M | 1.23% | 28 |
|
|
2025
Q1 | $8.63M | Sell |
174,013
-2,074
| -1% | -$103K | 1.16% | 28 |
|
|
2024
Q4 | $8.83M | Sell |
176,087
-3,109
| -2% | -$156K | 1.13% | 28 |
|
|
2024
Q3 | $9.16M | Sell |
179,196
-2,979
| -2% | -$152K | 1.16% | 28 |
|
|
2024
Q2 | $9.13M | Sell |
182,175
-2,993
| -2% | -$150K | 1.23% | 24 |
|
|
2024
Q1 | $9.37M | Sell |
185,168
-5,851
| -3% | -$296K | 1.26% | 24 |
|
|
2023
Q4 | $9.75M | Sell |
191,019
-240,655
| -56% | -$12.3M | 1.37% | 22 |
|
|
2023
Q3 | $20.8M | Buy |
431,674
+4,703
| +1% | +$226K | 3.17% | 9 |
|
|
2023
Q2 | $21.4M | Sell |
426,971
-788
| -0.2% | -$39.6K | 3.12% | 9 |
|
|
2023
Q1 | $21.7M | Sell |
427,759
-4,924
| -1% | -$249K | 3.35% | 9 |
|
|
2022
Q4 | $21.4M | Buy |
+432,683
| New | +$21.4M | 3.49% | 9 |
|
|
2022
Q3 | – | Sell |
-435,725
| Closed | -$21.8M | – | 107 |
|
|
2022
Q2 | $21.8M | Buy |
+435,725
| New | +$21.8M | 3.34% | 8 |
|