Lucia Wealth Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lucia Wealth Services’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 Q2	–	Sell	-32,146	Closed	-$1.68M	–	195
2019 Q1	$1.68M	Buy	32,146 +2,996	+10%	+$154K	0.57%	39
2018 Q4	$1.49M	Sell	29,150 -9,187	-24%	-$463K	0.7%	35
2018 Q3	$1.94M	Buy	+38,337	New	+$1.95M	0.6%	41

Other funds holding VTEB

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

RJA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Lucia Wealth Services's VTEB Position: Q2 2019 in Review

Lucia Wealth Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2019, closing a stake of 32,146 shares — an estimated $1.68M sold.

Lucia Wealth Services first reported a position in VTEB in Q3 2018 and held it in 3 quarters. The position peaked at $1.94M in Q3 2018. 292 funds tracked by Wall St. Rank hold VTEB as of Q2 2019.

Lucia Wealth Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2019 after selling out during the quarter.
Lucia Wealth Services sold 32,146 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2019, an estimated $1.68M.
Lucia Wealth Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and held it in 3 quarters.
Lucia Wealth Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.94M in Q3 2018.
292 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.