AWS
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AJ Wealth Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-18,411
Closed -$886K – 334
2022
Q3 		$886K Sell
18,411
-58,960
-76% -$2.95M 0.05% 136
2022
Q2 		$3.86M Sell
77,371
-7
-0% -$351 0.2% 52
2022
Q1 		$3.99M Buy
+77,378
New +$4.12M 0.2% 67
2020
Q1 		– Sell
-4,222
Closed -$226K – 198
2019
Q4 		$226K Buy
4,222
+2
+0% +$107 0.03% 110
2019
Q3 		$226K Hold
4,220
– – 0.03% 103
2019
Q2 		$224K Hold
4,220
– – 0.03% 91
2019
Q1 		$220K Buy
+4,220
New +$217K 0.04% 95

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return