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 $52B AUM 24.53% 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 $187B AUM 21.7% 1-Year Est. Return

SCM

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

RJA

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

Paulson Wealth Management's VTEB Position: Q4 2021 in Review

Paulson Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 4,086 shares — an estimated $224K sold.

Paulson Wealth Management first reported a position in VTEB in Q4 2017 and held it in 16 quarters. The position peaked at $933K in Q3 2019. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Paulson Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Paulson Wealth Management sold 4,086 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $224K.
Paulson Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and held it in 16 quarters.
Paulson Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $933K in Q3 2019.
724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Paulson Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.