MSA
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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

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CSIA
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RJA
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return