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

Cedar 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
2022 Q1	–	Sell	-477	Closed	-$26K	–	388
2021 Q4	$26K	Sell	477 -753	-61%	-$41.3K	0.01%	230
2021 Q3	$67K	Hold	1,230	–	–	0.03%	148
2021 Q2	$68K	Buy	1,230 +574	+88%	+$31.6K	0.03%	155
2021 Q1	$36K	Buy	656 +314	+92%	+$17.3K	0.02%	168
2020 Q4	$19K	Hold	342	–	–	0.01%	174
2020 Q3	$19K	Hold	342	–	–	0.01%	166
2020 Q2	$19K	Hold	342	–	–	0.01%	166
2020 Q1	$18K	Sell	342 -1,272	-79%	-$68.1K	0.01%	170
2019 Q4	$86K	Buy	+1,614	New	+$86.4K	0.05%	77

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RJA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Cedar Wealth Management's VTEB Position: Q1 2022 in Review

Cedar Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 477 shares — an estimated $26K sold.

Cedar Wealth Management first reported a position in VTEB in Q4 2019 and held it in 9 quarters. The position peaked at $86K in Q4 2019. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Cedar Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Cedar Wealth Management sold 477 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $26K.
Cedar Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 9 quarters.
Cedar Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $86K in Q4 2019.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Cedar Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.