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

IAG 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 Q4	–	Sell	-254	Closed	-$13K	–	546
2024 Q3	$13K	Buy	+254	New	+$12.9K	﹤0.01%	315
2023 Q3	–	Sell	-5,333	Closed	-$268K	–	479
2023 Q2	$268K	Buy	+5,333	New	+$268K	0.07%	70
2021 Q4	–	Sell	-263	Closed	-$15K	–	433
2021 Q3	$15K	Hold	263	–	–	0.01%	224
2021 Q2	$15K	Hold	263	–	–	0.01%	216
2021 Q1	$15K	Hold	263	–	–	0.01%	217
2020 Q4	$15K	Hold	263	–	–	0.01%	195
2020 Q3	$15K	Hold	263	–	–	0.01%	185
2020 Q2	$15K	Hold	263	–	–	0.01%	184
2020 Q1	$14K	Buy	+263	New	+$14.1K	0.01%	172

Other funds holding VTEB

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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

Creative Planning

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

Wealthfront Advisers

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TIAA Trust, National Association

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

Fidelity Investments

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