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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paradigm Financial Advisors's VTEB Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.3% in Q4 2021, selling an estimated $46.9K and leaving 19,036 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #76.

Paradigm Financial Advisors first reported a position in VTEB in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.15M in Q2 2021. 725 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Paradigm Financial Advisors held 19,036 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.04M as of Q4 2021.
Paradigm Financial Advisors sold 856 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $46.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Paradigm Financial Advisors's portfolio in Q4 2021, its #76 holding.
Paradigm Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 8 quarters since.
Paradigm Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.15M in Q2 2021.
725 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.