Horiko Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44,300
| Closed | -$2.34M | – | 25 |
|
|
2020
Q1 | $2.34M | Hold |
44,300
| – | – | 2.04% | 15 |
|
|
2019
Q4 | $2.37M | Buy |
44,300
+1,100
| +3% | +$58.9K | 1.6% | 17 |
|
|
2019
Q3 | $2.32M | Hold |
43,200
| – | – | 1.75% | 18 |
|
|
2019
Q2 | $2.29M | Hold |
43,200
| – | – | 1.74% | 18 |
|
|
2019
Q1 | $2.25M | Buy |
43,200
+2,400
| +6% | +$125K | 1.86% | 18 |
|
|
2018
Q4 | $2.08M | Buy |
+40,800
| New | +$2.08M | 2.21% | 18 |
|