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MRA Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MRA Advisory Group’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
2024
Q1 		– Sell
-17,060
Closed -$871K – 122
2023
Q4 		$871K Buy
17,060
+1,994
+13% +$97.8K 0.57% 25
2023
Q3 		$725K Buy
15,066
+4,171
+38% +$207K 0.52% 38
2023
Q2 		$547K Buy
10,895
+5,072
+87% +$255K 0.38% 48
2023
Q1 		$295K Buy
+5,823
New +$292K 0.21% 85

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MRA Advisory Group's VTEB Position: Q1 2024 in Review

MRA Advisory Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 17,060 shares — an estimated $871K sold.

MRA Advisory Group first reported a position in VTEB in Q1 2023 and held it in 4 quarters. The position peaked at $871K in Q4 2023. 1,052 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • MRA Advisory Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
  • MRA Advisory Group sold 17,060 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $871K.
  • MRA Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 4 quarters.
  • MRA Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $871K in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on MRA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.