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PWM
Paulson Wealth Management’s
Vanguard Tax-Exempt Bond Index Fund
VTEB
Stock Holding History
Paulson 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
2021
Q4
–
Sell
-4,086
Closed
-$224K
–
104
2021
Q3
$224K
Sell
4,086
-565
-12%
-$31.2K
0.11%
84
2021
Q2
$257K
Sell
4,651
-1,468
-24%
-$80.9K
0.12%
75
2021
Q1
$337K
Sell
6,119
-738
-11%
-$40.5K
0.17%
67
2020
Q4
$378K
Sell
6,857
-422
-6%
-$23K
0.22%
58
2020
Q3
$396K
Sell
7,279
-416
-5%
-$22.7K
0.26%
55
2020
Q2
$417K
Sell
7,695
-1,492
-16%
-$79.5K
0.29%
53
2020
Q1
$490K
Sell
9,187
-6,856
-43%
-$367K
0.38%
38
2019
Q4
$867K
Sell
16,043
-1,357
-8%
-$72.6K
0.61%
27
2019
Q3
$933K
Buy
17,400
+898
+5%
+$48.1K
0.7%
25
2019
Q2
$878K
Buy
16,502
+2,609
+19%
+$137K
0.65%
27
2019
Q1
$725K
Buy
13,893
+958
+7%
+$49.3K
0.55%
40
2018
Q4
$662K
Buy
12,935
+7,353
+132%
+$370K
0.55%
44
2018
Q3
$280K
Buy
5,582
+142
+3%
+$7.22K
0.25%
94
2018
Q2
$277K
Buy
5,440
+77
+1%
+$3.91K
0.27%
83
2018
Q1
$273K
Buy
5,363
+1,648
+44%
+$84K
0.27%
87
2017
Q4
$192K
Buy
+3,715
New
+$192K
0.17%
106
Other funds holding VTEB
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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