NWM
VTEB icon

NEIRG Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NEIRG Wealth 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
Q3 		– Sell
-90,768
Closed -$4.56M – 126
2023
Q2 		$4.56M Sell
90,768
-19,550
-18% -$982K 0.84% 30
2023
Q1 		$5.59M Buy
110,318
+6,362
+6% +$319K 0.97% 29
2022
Q4 		$5.14M Sell
103,956
-3,436
-3% -$168K 0.97% 29
2022
Q3 		$5.17M Sell
107,392
-37,514
-26% -$1.88M 1.03% 28
2022
Q2 		$7.23M Sell
144,906
-27,999
-16% -$1.4M 1.58% 21
2022
Q1 		$8.91M Buy
+172,905
New +$9.2M 1.74% 20

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
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
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return