Milestone Advisory Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Milestone Advisory 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 Q1	–	Sell	-8,957	Closed	-$443K	–	72
2022 Q4	$443K	Sell	8,957 -1,569	-15%	-$76.7K	0.33%	43
2022 Q3	$507K	Hold	10,526	–	–	0.38%	36
2022 Q2	$527K	Sell	10,526 -35,433	-77%	-$1.78M	0.43%	38
2022 Q1	$2.37M	Buy	45,959 +2,360	+5%	+$126K	1.28%	24
2021 Q4	$2.39M	Buy	43,599 +7,218	+20%	+$396K	1.21%	23
2021 Q3	$1.99M	Buy	36,381 +1,359	+4%	+$75.1K	1.17%	24
2021 Q2	$1.94M	Sell	35,022 -8,295	-19%	-$457K	1.02%	25
2021 Q1	$2.37M	Buy	43,317 +3,349	+8%	+$184K	1.27%	24
2020 Q4	$2.21M	Buy	39,968 +20,189	+102%	+$1.1M	1.26%	26
2020 Q3	$1.08M	Buy	19,779 +2,777	+16%	+$152K	0.67%	26
2020 Q2	$920K	Buy	+17,002	New	+$906K	0.54%	26

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Milestone Advisory Partners's VTEB Position: Q1 2023 in Review

Milestone Advisory Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 8,957 shares — an estimated $443K sold.

Milestone Advisory Partners first reported a position in VTEB in Q2 2020 and held it in 11 quarters. The position peaked at $2.39M in Q4 2021. 878 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

Milestone Advisory Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
Milestone Advisory Partners sold 8,957 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $443K.
Milestone Advisory Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 11 quarters.
Milestone Advisory Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.39M in Q4 2021.
878 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on Milestone Advisory Partners's 13F filing for Q1 2023, filed 12 May 2023.