Live Your Vision’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Live Your Vision’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
2019 Q1	$8.36M	Sell	160,709 -67,432	-30%	-$3.47M	2.54%	12
2018 Q4	$11.7M	Buy	+228,141	New	+$11.5M	3.92%	9
2017 Q4	–	Sell	-22	Closed	-$1K	–	291
2017 Q3	$1K	Sell	22 -105	-83%	-$5.43K	﹤0.01%	261
2017 Q2	$7K	Sell	127 -35,198	-100%	-$1.8M	﹤0.01%	211
2017 Q1	$1.79M	Sell	35,325 -2,422	-6%	-$122K	0.7%	28
2016 Q4	$1.9M	Buy	37,747 +37,500	+15,182%	+$1.91M	0.81%	27
2016 Q3	$13K	Buy	+247	New	+$13K	0.01%	158

Other funds holding VTEB

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

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Live Your Vision's VTEB Position: Q1 2019 in Review

Live Your Vision reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 30% in Q1 2019, selling an estimated $3.47M and leaving 160,709 shares worth $8.36M. The position accounts for 2.54% of the portfolio, ranked #12.

Live Your Vision first reported a position in VTEB in Q3 2016 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2018. 274 funds tracked by Wall St. Rank hold VTEB as of Q1 2019.

Live Your Vision held 160,709 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.36M as of Q1 2019.
Live Your Vision sold 67,432 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2019, an estimated $3.47M.
Vanguard Tax-Exempt Bond Index Fund made up 2.54% of Live Your Vision's portfolio in Q1 2019, its #12 holding.
Live Your Vision first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2016 and has held it in 7 quarters since.
Live Your Vision's Vanguard Tax-Exempt Bond Index Fund position peaked at $11.7M in Q4 2018.
274 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.