LifePro Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LifePro Asset 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
2024 Q2	–	Sell	-9,982	Closed	-$505K	–	145
2024 Q1	$505K	Sell	9,982 -80	-0.8%	-$4.05K	0.33%	66
2023 Q4	$514K	Hold	10,062	–	–	0.4%	57
2023 Q3	$484K	Buy	10,062 +64	+0.6%	+$3.17K	0.4%	55
2023 Q2	$502K	Buy	9,998 +199	+2%	+$10K	0.39%	56
2023 Q1	$485K	Hold	9,799	–	–	0.35%	67
2022 Q4	$485K	Buy	9,799 +12	+0.1%	+$587	0.35%	67
2022 Q3	$471K	Hold	9,787	–	–	0.27%	44
2022 Q2	$489K	Buy	9,787 +311	+3%	+$15.6K	0.25%	69
2022 Q1	$488K	Hold	9,476	–	–	0.18%	74
2021 Q4	$520K	Buy	+9,476	New	+$519K	0.15%	69

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

LifePro Asset Management's VTEB Position: Q2 2024 in Review

LifePro Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 9,982 shares — an estimated $505K sold.

LifePro Asset Management first reported a position in VTEB in Q4 2021 and held it in 10 quarters. The position peaked at $520K in Q4 2021. 1,083 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

LifePro Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
LifePro Asset Management sold 9,982 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $505K.
LifePro Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 10 quarters.
LifePro Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $520K in Q4 2021.
1,083 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.