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

Halpern Financial’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
-36
Closed -$1.83K – 249
2023
Q4 		$1.83K Buy
+36
New +$1.76K ﹤0.01% 219
2022
Q2 		– Sell
-16,344
Closed -$843K – 351
2022
Q1 		$843K Buy
+16,344
New +$870K 0.31% 30

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Halpern Financial's VTEB Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 36 shares — an estimated $1.83K sold.

Halpern Financial first reported a position in VTEB in Q1 2022 and held it in 2 quarters. The position peaked at $843K in Q1 2022. 1,052 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • Halpern Financial reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 36 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $1.83K.
  • Halpern Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 2 quarters.
  • Halpern Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $843K in Q1 2022.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.