BFIM
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Beese Fulmer Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-930
Closed -$50K – 538
2020
Q2 		$50K Buy
+930
New +$49.5K 0.01% 322

Other funds holding VTEB

Wealthfront Advisers
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beese Fulmer Investment Management's VTEB Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 930 shares — an estimated $50K sold.

Beese Fulmer Investment Management first reported a position in VTEB in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 930 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $50K.
  • Beese Fulmer Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $50K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.