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Stokes & Hubbell Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stokes & Hubbell Capital 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
Q1 		$932K Buy
17,876
+5,586
+45% +$287K 0.2% 74
2018
Q4 		$627K Buy
12,290
+1,556
+14% +$78.4K 0.14% 78
2018
Q3 		$542K Buy
10,734
+4,810
+81% +$245K 0.11% 83
2018
Q2 		$302K Buy
+5,924
New +$301K 0.07% 111
2017
Q4 		– Sell
-4,445
Closed -$230K – 117
2017
Q3 		$230K Buy
+4,445
New +$230K 0.06% 104
2016
Q3 		– Sell
-4,680
Closed -$247K – 88
2016
Q2 		$247K Buy
4,680
+700
+18% +$36.4K 0.11% 78
2016
Q1 		$205K Buy
+3,980
New +$204K 0.09% 77

Other funds holding VTEB

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CSIA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return