Atlas Private Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-51	Closed	-$3K	–	689
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	644
2021 Q2	$3K	Buy	+51	New	+$2.81K	﹤0.01%	646

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

Atlas Private Wealth Advisors's VTEB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 51 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in VTEB in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 51 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 2 quarters.
Atlas Private Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3K in Q3 2021.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.