AFAS
VTEB icon

Acorn Financial Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Acorn Financial Advisory Services’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
Q3 		– Sell
-8,960
Closed -$495K – 244
2021
Q2 		$495K Buy
8,960
+173
+2% +$9.53K 0.15% 148
2021
Q1 		$481K Buy
8,787
+1,311
+18% +$72K 0.18% 127
2020
Q4 		$413K Hold
7,476
– – 0.16% 142
2020
Q3 		$407K Buy
+7,476
New +$408K 0.21% 122

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SCM
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RJA
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Morgan Stanley
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Creative Planning
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JP Morgan Chase
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return