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

Aspire 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
2023 Q4	–	Sell	-8,551	Closed	-$411K	–	186
2023 Q3	$411K	Hold	8,551	–	–	0.31%	54
2023 Q2	$429K	Hold	8,551	–	–	0.32%	57
2023 Q1	$433K	Sell	8,551 -2,789	-25%	-$140K	0.35%	56
2022 Q4	$561K	Buy	+11,340	New	+$554K	0.49%	43

Other funds holding VTEB

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

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

CSIA

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

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

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

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

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

RJA

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aspire Wealth Management's VTEB Position: Q4 2023 in Review

Aspire Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2023, closing a stake of 8,551 shares — an estimated $411K sold.

Aspire Wealth Management first reported a position in VTEB in Q4 2022 and held it in 4 quarters. The position peaked at $561K in Q4 2022. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

Aspire Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2023 after selling out during the quarter.
Aspire Wealth Management sold 8,551 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $411K.
Aspire Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 4 quarters.
Aspire Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $561K in Q4 2022.
1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on Aspire Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.