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Phoenix Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Phoenix Wealth 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
2022
Q4 		– Sell
-35,770
Closed -$1.72M – 121
2022
Q3 		$1.72M Buy
+35,770
New +$1.79M 1.72% 23

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Phoenix Wealth Advisors's VTEB Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 35,770 shares — an estimated $1.72M sold.

Phoenix Wealth Advisors first reported a position in VTEB in Q3 2022 and held it in 1 quarter. The position peaked at $1.72M in Q3 2022. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 35,770 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $1.72M.
  • Phoenix Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.72M in Q3 2022.
  • 856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.