LF
VTEB icon

Lee Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lee Financial’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
2020
Q2 		– Sell
-65
Closed -$3K – 554
2020
Q1 		$3K Sell
65
-286
-81% -$15.3K ﹤0.01% 421
2019
Q4 		$19K Buy
351
+65
+23% +$3.48K ﹤0.01% 259
2019
Q3 		$15K Hold
286
– – ﹤0.01% 283
2019
Q2 		$15K Hold
286
– – ﹤0.01% 302
2019
Q1 		$15K Buy
+286
New +$14.7K ﹤0.01% 285

Other funds holding VTEB

Wealthfront Advisers
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial's VTEB Position: Q2 2020 in Review

Lee Financial sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 65 shares — an estimated $3K sold.

Lee Financial first reported a position in VTEB in Q1 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • Lee Financial reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
  • Lee Financial sold 65 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $3K.
  • Lee Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 5 quarters.
  • Lee Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $19K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Lee Financial's 13F filing for Q2 2020, filed 11 Aug 2020.