HPWM
High Pines Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.11M | Sell |
41,325
-15,362
| -27% | -$784K | 3.22% | 8 |
|
|
2023
Q3 | $2.73M | Sell |
56,687
-7,147
| -11% | -$344K | 4.49% | 8 |
|
|
2023
Q2 | $3.21M | Buy |
63,834
+9,303
| +17% | +$467K | 4.88% | 7 |
|
|
2023
Q1 | $2.76M | Sell |
54,531
-1,668
| -3% | -$84.5K | 4.59% | 7 |
|
|
2022
Q4 | $2.78M | Buy |
56,199
+5,478
| +11% | +$271K | 4.88% | 7 |
|
|
2022
Q3 | $2.44M | Sell |
50,721
-5,349
| -10% | -$258K | 4.66% | 8 |
|
|
2022
Q2 | $2.8M | Sell |
56,070
-7,407
| -12% | -$370K | 5.17% | 7 |
|
|
2022
Q1 | $3.27M | Sell |
63,477
-19,425
| -23% | -$1M | 2.41% | 18 |
|
|
2021
Q4 | $4.55M | Buy |
82,902
+4,250
| +5% | +$233K | 3.17% | 16 |
|
|
2021
Q3 | $4.31M | Buy |
78,652
+5,636
| +8% | +$309K | 2.96% | 16 |
|
|
2021
Q2 | $4.04M | Buy |
73,016
+2,141
| +3% | +$118K | 3.05% | 15 |
|
|
2021
Q1 | $3.87M | Buy |
70,875
+1,174
| +2% | +$64.2K | 3.42% | 12 |
|
|
2020
Q4 | $3.85M | Buy |
+69,701
| New | +$3.85M | 3.56% | 12 |
|