20/20 Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

20/20 Capital Management’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,001	Closed	-$277K	–	164
2020 Q4	$277K	Sell	5,001 -1,000	-17%	-$54.6K	0.08%	140
2020 Q3	$327K	Hold	6,001	–	–	0.12%	114
2020 Q2	$330K	Hold	6,001	–	–	0.13%	102
2020 Q1	$316K	Buy	+6,001	New	+$321K	0.14%	107

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

20/20 Capital Management's VTEB Position: Q1 2021 in Review

20/20 Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 5,001 shares — an estimated $277K sold.

20/20 Capital Management first reported a position in VTEB in Q1 2020 and held it in 4 quarters. The position peaked at $330K in Q2 2020. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

20/20 Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
20/20 Capital Management sold 5,001 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $277K.
20/20 Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 4 quarters.
20/20 Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $330K in Q2 2020.
578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.