C-J Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

C-J Advisory’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 Q4	–	Sell	-458	Closed	-$25K	–	148
2019 Q3	$25K	Hold	458	–	–	0.02%	79
2019 Q2	$24K	Hold	458	–	–	0.02%	79
2019 Q1	$24K	Hold	458	–	–	0.02%	95
2018 Q4	$23K	Buy	+458	New	+$23.1K	0.02%	69

Other funds holding VTEB

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

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

RJA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

C-J Advisory's VTEB Position: Q4 2019 in Review

C-J Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 458 shares — an estimated $25K sold.

C-J Advisory first reported a position in VTEB in Q4 2018 and held it in 4 quarters. The position peaked at $25K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

C-J Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 458 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $25K.
C-J Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 4 quarters.
C-J Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $25K in Q3 2019.
389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.