Laidlaw Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Laidlaw Wealth Management’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 Q4	–	Sell	-5,365	Closed	-$258K	–	387
2022 Q3	$258K	Buy	5,365 +1,259	+31%	+$62.9K	0.06%	263
2022 Q2	$205K	Sell	4,106 -1,361	-25%	-$68.2K	0.04%	344
2022 Q1	$282K	Sell	5,467 -13,171	-71%	-$701K	0.05%	314
2021 Q4	$1.02M	Buy	+18,638	New	+$1.02M	0.16%	143
2021 Q1	–	Sell	-20,442	Closed	-$1.13M	–	365
2020 Q4	$1.13M	Buy	+20,442	New	+$1.12M	0.24%	116
2020 Q1	–	Sell	-5,778	Closed	-$309K	–	179
2019 Q4	$309K	Buy	+5,778	New	+$309K	0.2%	125

Other funds holding VTEB

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

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

RJA

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

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

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

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

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

Laidlaw Wealth Management's VTEB Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 5,365 shares — an estimated $258K sold.

Laidlaw Wealth Management first reported a position in VTEB in Q4 2019 and held it in 6 quarters. The position peaked at $1.13M in Q4 2020. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Laidlaw Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 5,365 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $258K.
Laidlaw Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 6 quarters.
Laidlaw Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.13M in Q4 2020.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.