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Filbrandt Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Filbrandt 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
2020
Q3 		– Sell
-135
Closed -$7K – 350
2020
Q2 		$7K Buy
+135
New +$7.19K 0.01% 254

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Northwestern Mutual Wealth Management
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Raymond James & Associates
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JP Morgan Chase
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Creative Planning
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Morgan Stanley
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UBS Group
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Wells Fargo
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Filbrandt Wealth Management's VTEB Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 135 shares — an estimated $7K sold.

Filbrandt Wealth Management first reported a position in VTEB in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 135 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $7K.
  • Filbrandt Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $7K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.