Personal Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Personal Wealth Partners’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
2022 Q2	–	Sell	-7,374	Closed	-$380K	–	67
2022 Q1	$380K	Hold	7,374	–	–	0.17%	55
2021 Q4	$405K	Hold	7,374	–	–	0.17%	57
2021 Q3	$404K	Hold	7,374	–	–	0.17%	54
2021 Q2	$408K	Hold	7,374	–	–	0.16%	52
2021 Q1	$403K	Hold	7,374	–	–	0.18%	52
2020 Q4	$407K	Hold	7,374	–	–	0.19%	47
2020 Q3	$401K	Hold	7,374	–	–	0.21%	43
2020 Q2	$399K	Hold	7,374	–	–	0.22%	41
2020 Q1	$390K	Hold	7,374	–	–	0.23%	39
2019 Q4	$395K	Hold	7,374	–	–	0.17%	44
2019 Q3	$395K	Buy	+7,374	New	+$395K	0.18%	47

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Personal Wealth Partners's VTEB Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 7,374 shares — an estimated $380K sold.

Personal Wealth Partners first reported a position in VTEB in Q3 2019 and held it in 11 quarters. The position peaked at $408K in Q2 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 7,374 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $380K.
Personal Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and held it in 11 quarters.
Personal Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $408K in Q2 2021.
767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.