HWM
Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,935
| Closed | -$238K | – | 202 |
|
|
2022
Q3 | $238K | Sell |
4,935
-2,053
| -29% | -$99K | 0.08% | 157 |
|
|
2022
Q2 | $349K | Sell |
6,988
-6,884
| -50% | -$344K | 0.1% | 156 |
|
|
2022
Q1 | $715K | Sell |
13,872
-670
| -5% | -$34.5K | 0.14% | 134 |
|
|
2021
Q4 | $799K | Sell |
14,542
-4,920
| -25% | -$270K | 0.17% | 129 |
|
|
2021
Q3 | $1.07M | Buy |
19,462
+2,605
| +15% | +$143K | 0.22% | 117 |
|
|
2021
Q2 | $932K | Buy |
16,857
+11,300
| +203% | +$625K | 0.19% | 128 |
|
|
2021
Q1 | $304K | Buy |
5,557
+1,458
| +36% | +$79.8K | 0.07% | 150 |
|
|
2020
Q4 | $226K | Buy |
+4,099
| New | +$226K | 0.06% | 164 |
|