AP
VTEB icon

Adero Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Adero Partners’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
2022
Q2 		– Sell
-7,092
Closed -$366K – 170
2022
Q1 		$366K Sell
7,092
-9,668
-58% -$515K 0.05% 114
2021
Q4 		$920K Buy
16,760
+608
+4% +$33.3K 0.15% 65
2021
Q3 		$885K Buy
16,152
+1,513
+10% +$83.7K 0.16% 62
2021
Q2 		$810K Buy
14,639
+3,811
+35% +$210K 0.19% 59
2021
Q1 		$592K Buy
10,828
+234
+2% +$12.9K 0.26% 59
2020
Q4 		$585K Hold
10,594
– – 0.5% 38
2020
Q3 		$577K Buy
10,594
+1,365
+15% +$74.5K 0.46% 35
2020
Q2 		$500K Buy
9,229
+16
+0.2% +$852 0.52% 36
2020
Q1 		$487K Sell
9,213
-839
-8% -$44.9K 0.81% 32
2019
Q4 		$538K Buy
+10,052
New +$538K 0.6% 40

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RJA
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
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OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return