Quad-Cities Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quad-Cities Investment Group’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	-107	Closed	-$6K	–	693
2019 Q3	$6K	Buy	107 +1	+0.9%	+$54	0.01%	675
2019 Q2	$6K	Hold	106	–	–	0.01%	685
2019 Q1	$6K	Buy	106 +1	+1%	+$51	0.01%	663
2018 Q4	$5K	Hold	105	–	–	0.01%	683
2018 Q3	$5K	Buy	105 +1	+1%	+$51	﹤0.01%	703
2018 Q2	$5K	Buy	+104	New	+$5.28K	﹤0.01%	703

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

Quad-Cities Investment Group's VTEB Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 107 shares — an estimated $6K sold.

Quad-Cities Investment Group first reported a position in VTEB in Q2 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

Quad-Cities Investment Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 107 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $6K.
Quad-Cities Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $6K in Q3 2019.
389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.