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CWM
CMH Wealth Management’s
Vanguard Tax-Exempt Bond Index Fund
VTEB
Stock Holding History
CMH 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
2021
Q4
–
Sell
-16,189
Closed
-$887K
–
50
2021
Q3
$887K
Sell
16,189
-2,473
-13%
-$137K
0.29%
43
2021
Q2
$1.03M
Sell
18,662
-1,719
-8%
-$94.7K
0.34%
43
2021
Q1
$1.11M
Buy
20,381
+491
+2%
+$27K
0.42%
42
2020
Q4
$1.1M
Buy
19,890
+330
+2%
+$18K
0.4%
46
2020
Q3
$1.06M
Sell
19,560
-50
-0.3%
-$2.73K
0.46%
44
2020
Q2
$1.06M
Buy
19,610
+3,925
+25%
+$209K
0.51%
46
2020
Q1
$830K
Sell
15,685
-6,836
-30%
-$366K
0.49%
46
2019
Q4
$1.21M
Buy
22,521
+293
+1%
+$15.7K
0.62%
50
2019
Q3
$1.19M
Buy
22,228
+1,738
+8%
+$93.1K
0.67%
50
2019
Q2
$1.09M
Sell
20,490
-2,000
-9%
-$105K
0.64%
48
2019
Q1
$1.17M
Sell
22,490
-192,175
-90%
-$9.88M
0.71%
48
2018
Q4
$11M
Buy
214,665
+1,150
+0.5%
+$57.9K
6.61%
2
2018
Q3
$10.8M
Buy
213,515
+200,770
+1,575%
+$10.2M
5.64%
3
2018
Q2
$649K
Buy
12,745
+4,940
+63%
+$251K
0.37%
54
2018
Q1
$396K
Sell
7,805
-11,460
-59%
-$584K
0.27%
51
2017
Q4
$994K
Buy
19,265
+9,865
+105%
+$509K
0.66%
48
2017
Q3
$485K
Buy
+9,400
New
+$486K
0.36%
46
Other funds holding VTEB
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
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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