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MTM Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MTM Investment Management’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
-373
Closed -$18.5K – 276
2022
Q4 		$18.5K Buy
+373
New +$18.2K 0.01% 234
2022
Q2 		– Sell
-373
Closed -$19K – 291
2022
Q1 		$19K Hold
373
– – 0.01% 250
2021
Q4 		$20K Hold
373
– – 0.01% 250
2021
Q3 		$20K Buy
+373
New +$20.6K 0.01% 228

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MTM Investment Management's VTEB Position: Q1 2023 in Review

MTM Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 373 shares — an estimated $18.5K sold.

MTM Investment Management first reported a position in VTEB in Q3 2021 and held it in 4 quarters. The position peaked at $20K in Q4 2021. 876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • MTM Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • MTM Investment Management sold 373 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $18.5K.
  • MTM Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 4 quarters.
  • MTM Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $20K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on MTM Investment Management's 13F filing for Q1 2023, filed 3 May 2023.