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

Liberty 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
2021 Q4	–	Sell	-66	Closed	-$4K	–	1087
2021 Q3	$4K	Buy	+66	New	+$3.65K	﹤0.01%	992
2021 Q2	–	Sell	-65	Closed	-$3.58K	–	847
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	789
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	785
2020 Q3	$4K	Buy	+65	New	+$3.55K	﹤0.01%	677

Other funds holding VTEB

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

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

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

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Liberty Wealth Management's VTEB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 66 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in VTEB in Q3 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 725 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Liberty Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 66 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 4 quarters.
Liberty Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4K in Q3 2021.
725 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.