Sound Financial Strategies Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sound Financial Strategies 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
2021 Q1	–	Sell	-52,825	Closed	-$2.92M	–	100
2020 Q4	$2.92M	Buy	52,825 +24,412	+86%	+$1.33M	1.59%	8
2020 Q3	$1.55M	Sell	28,413 -326	-1%	-$17.8K	0.98%	9
2020 Q2	$1.56M	Sell	28,739 -77	-0.3%	-$4.1K	1.01%	9
2020 Q1	$1.52M	Sell	28,816 -3,704	-11%	-$198K	1.04%	9
2019 Q4	$1.74M	Buy	+32,520	New	+$1.74M	1.1%	26

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sound Financial Strategies Group's VTEB Position: Q1 2021 in Review

Sound Financial Strategies Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 52,825 shares — an estimated $2.92M sold.

Sound Financial Strategies Group first reported a position in VTEB in Q4 2019 and held it in 5 quarters. The position peaked at $2.92M in Q4 2020. 579 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

Sound Financial Strategies Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
Sound Financial Strategies Group sold 52,825 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $2.92M.
Sound Financial Strategies Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 5 quarters.
Sound Financial Strategies Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.92M in Q4 2020.
579 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on Sound Financial Strategies Group's 13F filing for Q1 2021, filed 7 May 2021.