HWA
HHM Wealth 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 | $1.7M | Sell |
34,660
-1,698
| -5% | -$83.3K | 0.2% | 49 |
|
|
2025
Q1 | $1.8M | Buy |
36,358
+1,281
| +4% | +$63.6K | 0.24% | 43 |
|
|
2024
Q4 | $1.76M | Buy |
35,077
+4,862
| +16% | +$244K | 0.24% | 44 |
|
|
2024
Q3 | $1.54M | Buy |
30,215
+7,462
| +33% | +$381K | 0.22% | 45 |
|
|
2024
Q2 | $1.14M | Sell |
22,753
-3,807
| -14% | -$191K | 0.17% | 54 |
|
|
2024
Q1 | $1.34M | Buy |
26,560
+8,906
| +50% | +$451K | 0.22% | 41 |
|
|
2023
Q4 | $901K | Sell |
17,654
-44
| -0.2% | -$2.25K | 0.16% | 53 |
|
|
2023
Q3 | $851K | Buy |
17,698
+3,522
| +25% | +$169K | 0.17% | 51 |
|
|
2023
Q2 | $712K | Sell |
14,176
-106
| -0.7% | -$5.32K | 0.13% | 58 |
|
|
2023
Q1 | $724K | Sell |
14,282
-1,866
| -12% | -$94.5K | 0.15% | 52 |
|
|
2022
Q4 | $799K | Buy |
+16,148
| New | +$799K | 0.18% | 42 |
|