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Meridian Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Meridian Financial Partners’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
2023
Q3 		– Sell
-7,145
Closed -$360K – 89
2023
Q2 		$360K Buy
+7,145
New +$359K 0.22% 61

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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OWM
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Meridian Financial Partners's VTEB Position: Q3 2023 in Review

Meridian Financial Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023, closing a stake of 7,145 shares — an estimated $360K sold.

Meridian Financial Partners first reported a position in VTEB in Q2 2023 and held it in 1 quarter. The position peaked at $360K in Q2 2023. 921 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

  • Meridian Financial Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • Meridian Financial Partners sold 7,145 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $360K.
  • Meridian Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 1 quarter.
  • Meridian Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $360K in Q2 2023.
  • 921 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Meridian Financial Partners's 13F filing for Q3 2023, filed 20 Oct 2023.