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

Alterna 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
2019
Q1 		– Sell
-46,425
Closed -$2.38M – 325
2018
Q4 		$2.38M Buy
+46,425
New +$2.34M 0.39% 44

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alterna Wealth Management's VTEB Position: Q1 2019 in Review

Alterna Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2019, closing a stake of 46,425 shares — an estimated $2.38M sold.

Alterna Wealth Management first reported a position in VTEB in Q4 2018 and held it in 1 quarter. The position peaked at $2.38M in Q4 2018. 274 funds tracked by Wall St. Rank hold VTEB as of Q1 2019.

  • Alterna Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 46,425 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2019, an estimated $2.38M.
  • Alterna Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.38M in Q4 2018.
  • 274 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.