All Season Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

All Season Financial Advisors’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
2023 Q2	–	Sell	-5,166	Closed	-$262K	–	126
2023 Q1	$262K	Buy	5,166 +1,093	+27%	+$54.9K	0.24%	97
2022 Q4	$202K	Buy	+4,073	New	+$199K	0.18%	110
2022 Q1	–	Sell	-3,725	Closed	-$205K	–	179
2021 Q4	$205K	Buy	+3,725	New	+$204K	0.14%	128

Other funds holding VTEB

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

CSIA

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

All Season Financial Advisors's VTEB Position: Q2 2023 in Review

All Season Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 5,166 shares — an estimated $262K sold.

All Season Financial Advisors first reported a position in VTEB in Q4 2021 and held it in 3 quarters. The position peaked at $262K in Q1 2023. 892 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

All Season Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
All Season Financial Advisors sold 5,166 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $262K.
All Season Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 3 quarters.
All Season Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $262K in Q1 2023.
892 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.