PFC
VTEB icon

Personal Financial Consultants’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Personal Financial Consultants’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
2018
Q4 		– Sell
-5,586
Closed -$282K – 46
2018
Q3 		$282K Buy
+5,586
New +$284K 0.21% 36

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RJA
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Northwestern Mutual Wealth Management
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Wells Fargo
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Bank of America
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UBS Group
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SEI Investments
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Morgan Stanley
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return