Altavista Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Altavista Wealth Management’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 Q4	$861K	Buy	15,684 +1,505	+11%	+$82.5K	0.17%	95
2021 Q3	$777K	Buy	14,179 +4,479	+46%	+$248K	0.17%	95
2021 Q2	$536K	Hold	9,700	–	–	0.12%	116
2021 Q1	$530K	Hold	9,700	–	–	0.13%	110
2020 Q4	$535K	Buy	9,700 +1,000	+11%	+$54.6K	0.14%	105
2020 Q3	$474K	Buy	8,700 +240	+3%	+$13.1K	0.13%	102
2020 Q2	$458K	Buy	8,460 +170	+2%	+$9.06K	0.13%	102
2020 Q1	$439K	Sell	8,290 -2,278	-22%	-$122K	0.15%	100
2019 Q4	$566K	Hold	10,568	–	–	0.17%	98
2019 Q3	$567K	Buy	10,568 +1,000	+10%	+$53.6K	0.18%	94
2019 Q2	$508K	Buy	9,568 +400	+4%	+$21K	0.16%	97
2019 Q1	$478K	Buy	9,168 +3,943	+75%	+$203K	0.17%	101
2018 Q4	$267K	Buy	+5,225	New	+$263K	0.11%	126

Other funds holding VTEB

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altavista Wealth Management's VTEB Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q4 2021, buying an estimated $82.5K and bringing the position to 15,684 shares worth $861K. The position accounts for 0.17% of the portfolio, ranked #95.

Altavista Wealth Management first reported a position in VTEB in Q4 2018 and has held it in 13 quarters since. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Altavista Wealth Management held 15,684 shares of Vanguard Tax-Exempt Bond Index Fund worth $861K as of Q4 2021.
Altavista Wealth Management bought 1,505 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $82.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Altavista Wealth Management's portfolio in Q4 2021, its #95 holding.
Altavista Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 13 quarters since.
724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.