Howard Capital Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Howard Capital Management Inc.

$7.12 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$49.32 - $51.02 $378,728 - $391,782	7,679 New	7,679 $389,000
Q3 2021 Nov 02, 2021	SELL	$54.77 - $55.59 $1.7 Million - $1.73 Million	-31,037 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$54.58 - $55.46 $835,128 - $848,593	-15,301 Reduced 33.02%	31,037 $1.72 Million
Q1 2021 Apr 28, 2021	SELL	$54.36 - $55.51 $88,552 - $90,425	-1,629 Reduced 3.4%	46,338 $2.56 Million
Q4 2020 Jan 28, 2021	BUY	$54.06 - $55.19 $748,298 - $763,939	13,842 Added 40.56%	47,967 $2.65 Million
Q3 2020 Oct 07, 2020	BUY	$54.07 - $55.05 $791,963 - $806,317	14,647 Added 75.2%	34,125 $1.86 Million
Q2 2020 Jul 13, 2020	BUY	$51.64 - $54.14 $187,969 - $197,069	3,640 Added 22.98%	19,478 $1.06 Million
Q4 2019 Jan 21, 2020	BUY	$53.19 - $53.86 $842,423 - $853,034	15,838 New	15,838 $855,000

Others Institutions Holding VTEB

# of Institutions

1,185

Shares Held

511M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.74 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.63 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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