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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AJ Wealth Strategies's VTEB Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 18,411 shares — an estimated $886K sold.

AJ Wealth Strategies first reported a position in VTEB in Q1 2019 and held it in 7 quarters. The position peaked at $3.99M in Q1 2022. 858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

AJ Wealth Strategies reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
AJ Wealth Strategies sold 18,411 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $886K.
AJ Wealth Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 7 quarters.
AJ Wealth Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.99M in Q1 2022.
858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.