HWMG
Hurlow Wealth Management Group’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 | $7.24M | Buy |
147,712
+12,329
| +9% | +$604K | 2.05% | 16 |
|
|
2025
Q1 | $6.72M | Sell |
135,383
-6,222
| -4% | -$309K | 2.1% | 16 |
|
|
2024
Q4 | $7.1M | Buy |
141,605
+7,041
| +5% | +$353K | 2.22% | 14 |
|
|
2024
Q3 | $6.88M | Buy |
134,564
+11,455
| +9% | +$586K | 2.15% | 15 |
|
|
2024
Q2 | $6.17M | Buy |
123,109
+9,417
| +8% | +$472K | 2.12% | 16 |
|
|
2024
Q1 | $5.75M | Buy |
113,692
+7,615
| +7% | +$385K | 2.03% | 15 |
|
|
2023
Q4 | $5.42M | Buy |
106,077
+15,802
| +18% | +$807K | 2.05% | 15 |
|
|
2023
Q3 | $4.34M | Buy |
90,275
+8,605
| +11% | +$414K | 1.89% | 16 |
|
|
2023
Q2 | $4.1M | Buy |
81,670
+548
| +0.7% | +$27.5K | 1.75% | 16 |
|
|
2023
Q1 | $4.11M | Buy |
81,122
+6,253
| +8% | +$317K | 1.9% | 16 |
|
|
2022
Q4 | $3.71M | Buy |
74,869
+24,652
| +49% | +$1.22M | 1.93% | 16 |
|
|
2022
Q3 | $2.42M | Buy |
50,217
+12,540
| +33% | +$604K | 1.41% | 18 |
|
|
2022
Q2 | $1.88M | Buy |
37,677
+3,881
| +11% | +$194K | 1.08% | 22 |
|
|
2022
Q1 | $1.74M | Buy |
33,796
+22,334
| +195% | +$1.15M | 1.07% | 20 |
|
|
2021
Q4 | $635K | Sell |
11,462
-10,150
| -47% | -$562K | 0.5% | 33 |
|
|
2021
Q3 | $1.18M | Buy |
21,612
+2,092
| +11% | +$115K | 0.7% | 25 |
|
|
2021
Q2 | $1.08M | Buy |
19,520
+4,640
| +31% | +$256K | 0.71% | 24 |
|
|
2021
Q1 | $813K | Buy |
14,880
+6,785
| +84% | +$371K | 0.59% | 30 |
|
|
2020
Q4 | $447K | Buy |
8,095
+3,916
| +94% | +$216K | 0.35% | 50 |
|
|
2020
Q3 | $228K | Buy |
+4,179
| New | +$228K | 0.21% | 80 |
|