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Curran Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Curran Financial Partners’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
Q3 		– Sell
-13,363
Closed -$671K – 85
2023
Q2 		$671K Buy
+13,363
New +$671K 0.29% 51

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CSIA
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Creative Planning
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Curran Financial Partners's VTEB Position: Q3 2023 in Review

Curran Financial Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023, closing a stake of 13,363 shares — an estimated $671K sold.

Curran Financial Partners first reported a position in VTEB in Q2 2023 and held it in 1 quarter. The position peaked at $671K in Q2 2023. 921 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

  • Curran Financial Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • Curran Financial Partners sold 13,363 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $671K.
  • Curran Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 1 quarter.
  • Curran Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $671K in Q2 2023.
  • 921 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Curran Financial Partners's 13F filing for Q3 2023, filed 9 Nov 2023.