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

Atticus 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
2024 Q2	–	Sell	-163	Closed	-$8.25K	–	574
2024 Q1	$8.25K	Sell	163 -872	-84%	-$44.2K	﹤0.01%	414
2023 Q4	$52.8K	Sell	1,035 -9,651	-90%	-$473K	0.02%	240
2023 Q3	$514K	Buy	10,686 +548	+5%	+$27.1K	0.2%	67
2023 Q2	$509K	Buy	10,138 +17	+0.2%	+$854	0.19%	75
2023 Q1	$513K	Sell	10,121 -1,408	-12%	-$70.7K	0.2%	76
2022 Q4	$571K	Buy	11,529 +1,025	+10%	+$50.1K	0.23%	72
2022 Q3	$524K	Hold	10,504	–	–	0.25%	59
2022 Q2	$524K	Sell	10,504 -2,096	-17%	-$105K	0.22%	71
2022 Q1	$650K	Hold	12,600	–	–	0.24%	65
2021 Q4	$692K	Buy	12,600 +1,300	+12%	+$71.2K	0.27%	53
2021 Q3	$619K	Buy	11,300 +500	+5%	+$27.6K	0.27%	51
2021 Q2	$597K	Hold	10,800	–	–	0.26%	57
2021 Q1	$590K	Buy	10,800 +9,000	+500%	+$494K	0.28%	55
2020 Q4	$99K	Buy	+1,800	New	+$98.3K	0.05%	155

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atticus Wealth Management's VTEB Position: Q2 2024 in Review

Atticus Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 163 shares — an estimated $8.25K sold.

Atticus Wealth Management first reported a position in VTEB in Q4 2020 and held it in 14 quarters. The position peaked at $692K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

Atticus Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 163 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $8.25K.
Atticus Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 14 quarters.
Atticus Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $692K in Q4 2021.
1,086 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.