Marino Stram & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Marino Stram & Associates’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	-616	Closed	-$32K	–	565
2019 Q1	$32K	Hold	616	–	–	0.02%	204
2018 Q4	$31K	Sell	616 -2,581	-81%	-$130K	0.03%	180
2018 Q3	$161K	Hold	3,197	–	–	0.13%	88
2018 Q2	$163K	Buy	+3,197	New	+$162K	0.14%	91
2018 Q1	–	Hold	0	–	–	–	87

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

Marino Stram & Associates's VTEB Position: Q2 2019 in Review

Marino Stram & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2019, closing a stake of 616 shares — an estimated $32K sold.

Marino Stram & Associates first reported a position in VTEB in Q2 2018 and held it in 4 quarters. The position peaked at $163K in Q2 2018. 292 funds tracked by Wall St. Rank hold VTEB as of Q2 2019.

Marino Stram & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 616 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2019, an estimated $32K.
Marino Stram & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 4 quarters.
Marino Stram & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $163K in Q2 2018.
292 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.