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Leicht Financial Planning & Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Leicht Financial Planning & 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
2020
Q2 		– Sell
-20,429
Closed -$1.08M – 63
2020
Q1 		$1.08M Buy
+20,429
New +$1.09M 1.05% 19

Other funds holding VTEB

Wealthfront Advisers
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's VTEB Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 20,429 shares — an estimated $1.08M sold.

Leicht Financial Planning & Wealth Management first reported a position in VTEB in Q1 2020 and held it in 1 quarter. The position peaked at $1.08M in Q1 2020. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 20,429 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $1.08M.
  • Leicht Financial Planning & Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.08M in Q1 2020.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.