Clear Perspectives Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clear Perspectives Financial 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
2023 Q1	–	Sell	-1,035	Closed	-$51.2K	–	239
2022 Q4	$51.2K	Buy	+1,035	New	+$50.6K	0.03%	78
2022 Q3	–	Sell	-24	Closed	-$1K	–	240
2022 Q2	$1K	Sell	24 -255	-91%	-$12.8K	﹤0.01%	210
2022 Q1	$14K	Sell	279 -43	-13%	-$2.29K	0.01%	151
2021 Q4	$18K	Sell	322 -1,635	-84%	-$89.6K	0.01%	150
2021 Q3	$107K	Buy	1,957 +1,245	+175%	+$68.8K	0.05%	72
2021 Q2	$39K	Hold	712	–	–	0.02%	107
2021 Q1	$39K	Hold	712	–	–	0.02%	100
2020 Q4	$39K	Buy	+712	New	+$38.9K	0.02%	95

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Clear Perspectives Financial Planning's VTEB Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 1,035 shares — an estimated $51.2K sold.

Clear Perspectives Financial Planning first reported a position in VTEB in Q4 2020 and held it in 8 quarters. The position peaked at $107K in Q3 2021. 876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 1,035 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $51.2K.
Clear Perspectives Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $107K in Q3 2021.
876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.