HGA
Hobbs Group 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 | $517K | Buy |
+10,554
| New | +$517K | 0.18% | 92 |
|
2025
Q1 | – | Sell |
-61,282
| Closed | -$3.07M | – | 160 |
|
2024
Q4 | $3.07M | Sell |
61,282
-2,483
| -4% | -$124K | 1.15% | 18 |
|
2024
Q3 | $3.26M | Buy |
63,765
+465
| +0.7% | +$23.8K | 1.17% | 16 |
|
2024
Q2 | $3.17M | Buy |
+63,300
| New | +$3.17M | 1.21% | 17 |
|
2023
Q4 | $3.16M | Buy |
+61,833
| New | +$3.16M | 1.41% | 15 |
|