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

Platte River 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
2024 Q1	–	Sell	-37,036	Closed	-$1.89M	–	97
2023 Q4	$1.89M	Sell	37,036 -16,591	-31%	-$814K	0.63%	34
2023 Q3	$2.58M	Sell	53,627 -6,100	-10%	-$302K	0.94%	29
2023 Q2	$3M	Buy	59,727 +2,237	+4%	+$112K	1.05%	26
2023 Q1	$2.91M	Sell	57,490 -9,730	-14%	-$488K	1.12%	25
2022 Q4	$3.33M	Sell	67,220 -4,004	-6%	-$196K	1.41%	19
2022 Q3	$3.43M	Sell	71,224 -11,846	-14%	-$592K	1.53%	18
2022 Q2	$4.15M	Buy	+83,070	New	+$4.16M	1.8%	17

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Platte River Wealth Advisors's VTEB Position: Q1 2024 in Review

Platte River Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 37,036 shares — an estimated $1.89M sold.

Platte River Wealth Advisors first reported a position in VTEB in Q2 2022 and held it in 7 quarters. The position peaked at $4.15M in Q2 2022. 1,053 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

Platte River Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 37,036 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $1.89M.
Platte River Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 7 quarters.
Platte River Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.15M in Q2 2022.
1,053 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Platte River Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.