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

Insight 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
2022 Q1	–	Sell	-89,312	Closed	-$4.9M	–	84
2021 Q4	$4.9M	Buy	89,312 +2,165	+2%	+$119K	0.92%	15
2021 Q3	$4.77M	Sell	87,147 -3,029	-3%	-$167K	2.56%	12
2021 Q2	$4.99M	Sell	90,176 -94	-0.1%	-$5.18K	2.66%	12
2021 Q1	$4.93M	Sell	90,270 -1,618	-2%	-$88.9K	2.43%	11
2020 Q4	$5.07M	Buy	91,888 +17,298	+23%	+$944K	3.1%	9
2020 Q3	$4.06M	Buy	+74,590	New	+$4.07M	3.88%	9

Other funds holding VTEB

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

CSIA

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insight Wealth Partners's VTEB Position: Q1 2022 in Review

Insight Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 89,312 shares — an estimated $4.9M sold.

Insight Wealth Partners first reported a position in VTEB in Q3 2020 and held it in 6 quarters. The position peaked at $5.07M in Q4 2020. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Insight Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Insight Wealth Partners sold 89,312 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $4.9M.
Insight Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 6 quarters.
Insight Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.07M in Q4 2020.
733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Insight Wealth Partners's 13F filing for Q1 2022, filed 2 May 2022.