Destiny Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Destiny Wealth 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
2024 Q1	–	Sell	-10,508	Closed	-$535K	–	168
2023 Q4	$535K	Buy	10,508 +33	+0.3%	+$1.62K	0.1%	92
2023 Q3	$504K	Buy	10,475 +557	+6%	+$27.6K	0.1%	95
2023 Q2	$500K	Buy	9,918 +1,138	+13%	+$57.2K	0.1%	99
2023 Q1	$445K	Buy	8,780 +3,125	+55%	+$157K	0.09%	99
2022 Q4	$280K	Sell	5,655 -866	-13%	-$42.3K	0.06%	165
2022 Q3	$314K	Hold	6,521	–	–	0.07%	115
2022 Q2	$326K	Buy	6,521 +253	+4%	+$12.7K	0.07%	113
2022 Q1	$323K	Buy	6,268 +1,307	+26%	+$69.6K	0.06%	121
2021 Q4	$272K	Sell	4,961 -10,003	-67%	-$548K	0.05%	151
2021 Q3	$820K	Buy	14,964 +990	+7%	+$54.7K	0.16%	85
2021 Q2	$773K	Buy	+13,974	New	+$770K	0.15%	98

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $52B AUM 24.53% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Destiny Wealth Partners's VTEB Position: Q1 2024 in Review

Destiny Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 10,508 shares — an estimated $535K sold.

Destiny Wealth Partners first reported a position in VTEB in Q2 2021 and held it in 11 quarters. The position peaked at $820K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

Destiny Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
Destiny Wealth Partners sold 10,508 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $535K.
Destiny Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 11 quarters.
Destiny Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $820K in Q3 2021.
1,055 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Destiny Wealth Partners's 13F filing for Q1 2024, filed 9 Apr 2024.