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CRA Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CRA Financial Services’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
Q3 		– Sell
-4,085
Closed -$204K – 207
2022
Q2 		$204K Buy
+4,085
New +$205K 0.07% 189

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Creative Planning
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CRA Financial Services's VTEB Position: Q3 2022 in Review

CRA Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 4,085 shares — an estimated $204K sold.

CRA Financial Services first reported a position in VTEB in Q2 2022 and held it in 1 quarter. The position peaked at $204K in Q2 2022. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • CRA Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • CRA Financial Services sold 4,085 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $204K.
  • CRA Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 1 quarter.
  • CRA Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $204K in Q2 2022.
  • 757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on CRA Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.