Point View Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Point View 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
2019 Q4	–	Sell	-4,297	Closed	-$230K	–	280
2019 Q3	$230K	Hold	4,297	–	–	0.1%	226
2019 Q2	$228K	Hold	4,297	–	–	0.1%	231
2019 Q1	$224K	Buy	+4,297	New	+$221K	0.1%	228

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Point View Wealth Management's VTEB Position: Q4 2019 in Review

Point View Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 4,297 shares — an estimated $230K sold.

Point View Wealth Management first reported a position in VTEB in Q1 2019 and held it in 3 quarters. The position peaked at $230K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

Point View Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
Point View Wealth Management sold 4,297 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $230K.
Point View Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 3 quarters.
Point View Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $230K in Q3 2019.
389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Point View Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.