HWM
Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,078
| Closed | -$202K | – | 125 |
|
|
2025
Q1 | $202K | Sell |
4,078
-109
| -3% | -$5.41K | 0.11% | 114 |
|
|
2024
Q4 | $210K | Buy |
+4,187
| New | +$210K | 0.11% | 113 |
|
|
2022
Q4 | – | Sell |
-5,010
| Closed | -$241K | – | 121 |
|
|
2022
Q3 | $241K | Buy |
+5,010
| New | +$241K | 0.17% | 104 |
|
|
2022
Q2 | – | Sell |
-14,839
| Closed | -$764K | – | 132 |
|
|
2022
Q1 | $764K | Buy |
14,839
+273
| +2% | +$14.1K | 0.42% | 57 |
|
|
2021
Q4 | $799K | Buy |
14,566
+779
| +6% | +$42.7K | 0.42% | 57 |
|
|
2021
Q3 | $755K | Buy |
13,787
+684
| +5% | +$37.5K | 0.42% | 63 |
|
|
2021
Q2 | $724K | Buy |
13,103
+497
| +4% | +$27.5K | 0.4% | 65 |
|
|
2021
Q1 | $688K | Buy |
12,606
+1,255
| +11% | +$68.5K | 0.4% | 63 |
|
|
2020
Q4 | $626K | Buy |
+11,351
| New | +$626K | 0.39% | 64 |
|