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Paradigm Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$1.04M Sell
19,036
-856
-4% -$46.9K 0.23% 76
2021
Q3 		$1.09M Sell
19,892
-935
-4% -$51.7K 0.25% 77
2021
Q2 		$1.15M Buy
20,827
+1,267
+6% +$69.8K 0.26% 76
2021
Q1 		$1.07M Buy
19,560
+14,117
+259% +$776K 0.26% 78
2020
Q4 		$300K Buy
5,443
+17
+0.3% +$928 0.08% 126
2020
Q3 		$295K Buy
5,426
+1,464
+37% +$79.9K 0.08% 100
2020
Q2 		$215K Buy
3,962
+16
+0.4% +$852 0.07% 127
2020
Q1 		$209K Buy
+3,946
New +$211K 0.08% 102

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return