HKIM
Hayek Kallen Investment Management’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 | $295K | Buy |
+6,007
| New | +$295K | 0.1% | 81 |
|
|
2023
Q1 | – | Sell |
-5,300
| Closed | -$262K | – | 85 |
|
|
2022
Q4 | $262K | Sell |
5,300
-4,900
| -48% | -$242K | 0.12% | 73 |
|
|
2022
Q3 | $491K | Hold |
10,200
| – | – | 0.23% | 63 |
|
|
2022
Q2 | $509K | Hold |
10,200
| – | – | 0.22% | 63 |
|
|
2022
Q1 | $526K | Hold |
10,200
| – | – | 0.19% | 66 |
|
|
2021
Q4 | $560K | Buy |
+10,200
| New | +$560K | 0.2% | 63 |
|
|
2021
Q3 | – | Sell |
-7,200
| Closed | -$398K | – | 76 |
|
|
2021
Q2 | $398K | Buy |
7,200
+400
| +6% | +$22.1K | 0.17% | 63 |
|
|
2021
Q1 | $372K | Buy |
6,800
+700
| +11% | +$38.3K | 0.17% | 62 |
|
|
2020
Q4 | $337K | Buy |
+6,100
| New | +$337K | 0.16% | 59 |
|
|
2020
Q3 | – | Sell |
-6,100
| Closed | -$330K | – | 71 |
|
|
2020
Q2 | $330K | Sell |
6,100
-300
| -5% | -$16.2K | 0.19% | 59 |
|
|
2020
Q1 | $339K | Buy |
+6,400
| New | +$339K | 0.23% | 57 |
|