HCM
Hengehold Capital 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 | $956K | Sell |
19,491
-225,892
| -92% | -$11.1M | 0.09% | 95 |
|
2025
Q1 | $12.2M | Sell |
245,383
-77,292
| -24% | -$3.84M | 1.16% | 22 |
|
2024
Q4 | $16.2M | Sell |
322,675
-2,322
| -0.7% | -$116K | 1.52% | 16 |
|
2024
Q3 | $16.6M | Buy |
324,997
+6,375
| +2% | +$326K | 1.58% | 15 |
|
2024
Q2 | $16M | Sell |
318,622
-3,156
| -1% | -$158K | 1.66% | 14 |
|
2024
Q1 | $16.3M | Sell |
321,778
-4,355
| -1% | -$220K | 1.74% | 13 |
|
2023
Q4 | $16.6M | Sell |
326,133
-41,256
| -11% | -$2.11M | 1.97% | 11 |
|
2023
Q3 | $17.7M | Sell |
367,389
-5,682
| -2% | -$273K | 2.31% | 9 |
|
2023
Q2 | $18.7M | Sell |
373,071
-1,819
| -0.5% | -$91.4K | 2.49% | 9 |
|
2023
Q1 | $19M | Sell |
374,890
-3,550
| -0.9% | -$180K | 2.61% | 9 |
|
2022
Q4 | $18.7M | Sell |
378,440
-332,477
| -47% | -$16.5M | 2.6% | 10 |
|
2022
Q3 | $34.2M | Sell |
710,917
-267,530
| -27% | -$12.9M | 5.26% | 5 |
|
2022
Q2 | $48.8M | Buy |
+978,447
| New | +$48.8M | 6.92% | 5 |
|