Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,679
| Closed | -$389K | – | 65 |
|
|
2023
Q1 | $389K | Buy |
+7,679
| New | +$389K | 0.07% | 37 |
|
|
2021
Q3 | – | Sell |
-31,037
| Closed | -$1.72M | – | 75 |
|
|
2021
Q2 | $1.72M | Sell |
31,037
-15,301
| -33% | -$846K | 0.33% | 21 |
|
|
2021
Q1 | $2.56M | Sell |
46,338
-1,629
| -3% | -$89.9K | 0.46% | 13 |
|
|
2020
Q4 | $2.65M | Buy |
47,967
+13,842
| +41% | +$764K | 0.53% | 13 |
|
|
2020
Q3 | $1.86M | Buy |
34,125
+14,647
| +75% | +$797K | 0.43% | 12 |
|
|
2020
Q2 | $1.06M | Buy |
19,478
+3,640
| +23% | +$197K | 0.3% | 17 |
|
|
2020
Q1 | $837K | Hold |
15,838
| – | – | 0.35% | 13 |
|
|
2019
Q4 | $855K | Buy |
+15,838
| New | +$855K | 0.29% | 15 |
|