HFA
Highland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,408
| Closed | -$532K | – | 58 |
|
|
2024
Q3 | $532K | Sell |
10,408
-30,748
| -75% | -$1.57M | 0.19% | 30 |
|
|
2024
Q2 | $2.06M | Buy |
41,156
+6,787
| +20% | +$340K | 0.77% | 20 |
|
|
2024
Q1 | $1.74M | Sell |
34,369
-147
| -0.4% | -$7.44K | 0.7% | 21 |
|
|
2023
Q4 | $1.76M | Buy |
34,516
+3,348
| +11% | +$171K | 0.77% | 22 |
|
|
2023
Q3 | $1.5M | Sell |
31,168
-229
| -0.7% | -$11K | 0.78% | 22 |
|
|
2023
Q2 | $1.58M | Sell |
31,397
-304
| -1% | -$15.3K | 0.81% | 22 |
|
|
2023
Q1 | $1.61M | Buy |
31,701
+635
| +2% | +$32.2K | 0.87% | 21 |
|
|
2022
Q4 | $1.54M | Buy |
31,066
+11,616
| +60% | +$575K | 0.91% | 21 |
|
|
2022
Q3 | $936K | Buy |
19,450
+589
| +3% | +$28.3K | 0.65% | 26 |
|
|
2022
Q2 | $942K | Buy |
+18,861
| New | +$942K | 0.65% | 23 |
|