My Personal CFO LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

My Personal CFO LLC’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	-12,000	Closed	-$603K	–	86
2023 Q2	$603K	Hold	12,000	–	–	0.47%	47
2023 Q1	$608K	Sell	12,000 -10,010	-45%	-$502K	0.52%	44
2022 Q4	$1.58M	Hold	22,010	–	–	1.46%	15
2022 Q3	$1.54M	Buy	+22,010	New	+$1.1M	2.34%	12
2022 Q1	–	Sell	-7,000	Closed	-$384K	–	61
2021 Q4	$384K	Buy	+7,000	New	+$384K	0.33%	44

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

My Personal CFO LLC's VTEB Position: Q3 2023 in Review

My Personal CFO LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023, closing a stake of 12,000 shares — an estimated $603K sold.

My Personal CFO LLC first reported a position in VTEB in Q4 2021 and held it in 5 quarters. The position peaked at $1.58M in Q4 2022. 922 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

My Personal CFO LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2023 after selling out during the quarter.
My Personal CFO LLC sold 12,000 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $603K.
My Personal CFO LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 5 quarters.
My Personal CFO LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.58M in Q4 2022.
922 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on My Personal CFO LLC's 13F filing for Q3 2023, filed 6 Nov 2023.