Capital Wealth Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-16,390	Closed	-$867K	–	217
2020 Q1	$867K	Buy	+16,390	New	+$878K	0.05%	87
2019 Q4	–	Sell	-12,220	Closed	-$653K	–	257
2019 Q3	$653K	Buy	12,220 +3,647	+43%	+$195K	0.04%	118
2019 Q2	$455K	Buy	+8,573	New	+$450K	0.03%	136

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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

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

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

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

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

Capital Wealth Planning's VTEB Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 16,390 shares — an estimated $867K sold.

Capital Wealth Planning first reported a position in VTEB in Q2 2019 and held it in 3 quarters. The position peaked at $867K in Q1 2020. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

Capital Wealth Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 16,390 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $867K.
Capital Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 3 quarters.
Capital Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $867K in Q1 2020.
431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.