Freedom Wealth Alliance’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Freedom Wealth Alliance’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	$570K	Sell	11,843 -160	-1%	-$7.93K	0.94%	18
2023 Q2	$604K	Sell	12,003 -1,332	-10%	-$66.9K	0.84%	22
2023 Q1	$676K	Buy	13,335 +6,257	+88%	+$314K	1.01%	17
2022 Q4	$350K	Buy	+7,078	New	+$346K	0.49%	29

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

Freedom Wealth Alliance's VTEB Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.3% in Q3 2023, selling an estimated $7.93K and leaving 11,843 shares worth $570K. The position accounts for 0.94% of the portfolio, ranked #18.

Freedom Wealth Alliance first reported a position in VTEB in Q4 2022 and has held it in 4 quarters since. The position peaked at $676K in Q1 2023. 922 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

Freedom Wealth Alliance held 11,843 shares of Vanguard Tax-Exempt Bond Index Fund worth $570K as of Q3 2023.
Freedom Wealth Alliance sold 160 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $7.93K.
Vanguard Tax-Exempt Bond Index Fund made up 0.94% of Freedom Wealth Alliance's portfolio in Q3 2023, its #18 holding.
Freedom Wealth Alliance first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 4 quarters since.
Freedom Wealth Alliance's Vanguard Tax-Exempt Bond Index Fund position peaked at $676K in Q1 2023.
922 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.