Juncture Wealth Strategies’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Juncture Wealth Strategies’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
2018 Q4	–	Sell	-4,596	Closed	-$232K	–	115
2018 Q3	$232K	Sell	4,596 -136	-3%	-$6.92K	0.12%	103
2018 Q2	$241K	Sell	4,732 -106	-2%	-$5.38K	0.13%	101
2018 Q1	$246K	Buy	4,838 +837	+21%	+$42.7K	0.14%	84
2017 Q4	$207K	Buy	+4,001	New	+$207K	0.12%	84

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Juncture Wealth Strategies's VTEB Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2018, closing a stake of 4,596 shares — an estimated $232K sold.

Juncture Wealth Strategies first reported a position in VTEB in Q4 2017 and held it in 4 quarters. The position peaked at $246K in Q1 2018. 252 funds tracked by Wall St. Rank hold VTEB as of Q4 2018.

Juncture Wealth Strategies reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2018 after selling out during the quarter.
Juncture Wealth Strategies sold 4,596 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2018, an estimated $232K.
Juncture Wealth Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and held it in 4 quarters.
Juncture Wealth Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $246K in Q1 2018.
252 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.