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Interchange Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-125
Closed -$6K – 1083
2020
Q4 		$6K Buy
+125
New +$6.82K ﹤0.01% 901

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Northwestern Mutual Wealth Management
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RJA
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Morgan Stanley
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Creative Planning
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JP Morgan Chase
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Interchange Capital Partners's VTEB Position: Q1 2021 in Review

Interchange Capital Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 125 shares — an estimated $6K sold.

Interchange Capital Partners first reported a position in VTEB in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

  • Interchange Capital Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 125 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $6K.
  • Interchange Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $6K in Q4 2020.
  • 578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.