Financial Synergies Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-48	Closed	-$2.43K	–	469
2024 Q1	$2.43K	Buy	48 +2	+4%	+$101	﹤0.01%	302
2023 Q4	$2.3K	Sell	46 -1	-2%	-$49	﹤0.01%	240
2023 Q3	$2.27K	Hold	47	–	–	﹤0.01%	294
2023 Q2	$2.36K	Hold	47	–	–	﹤0.01%	289
2023 Q1	$2.36K	Buy	47 +1	+2%	+$50	﹤0.01%	293
2022 Q4	$2.3K	Sell	46 -1,979	-98%	-$96.8K	﹤0.01%	240
2022 Q3	$97.5K	Sell	2,025 -109	-5%	-$5.45K	0.02%	82
2022 Q2	$107K	Sell	2,134 -2,696	-56%	-$135K	0.02%	84
2022 Q1	$249K	Sell	4,830 -630	-12%	-$33.5K	0.04%	54
2021 Q4	$300K	Sell	5,460 -1,641	-23%	-$89.9K	0.04%	58
2021 Q3	$389K	Buy	7,101 +1,378	+24%	+$76.2K	0.05%	51
2021 Q2	$317K	Buy	5,723 +1,052	+23%	+$58K	0.04%	51
2021 Q1	$255K	Buy	+4,671	New	+$257K	0.04%	50

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's VTEB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 48 shares — an estimated $2.43K sold.

Financial Synergies Wealth Advisors first reported a position in VTEB in Q1 2021 and held it in 13 quarters. The position peaked at $389K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 48 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $2.43K.
Financial Synergies Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 13 quarters.
Financial Synergies Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $389K in Q3 2021.
1,084 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.