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Stonebridge Financial Planning Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-400
Closed -$21K – 359
2021
Q4 		$21K Hold
400
– – 0.01% 296
2021
Q3 		$22K Sell
400
-400
-50% -$22.1K 0.01% 294
2021
Q2 		$44K Hold
800
– – 0.02% 224
2021
Q1 		$44K Hold
800
– – 0.03% 224
2020
Q4 		$44K Hold
800
– – 0.03% 208
2020
Q3 		$43K Sell
800
-450
-36% -$24.6K 0.03% 202
2020
Q2 		$68K Buy
+1,250
New +$66.6K 0.06% 155

Other funds holding VTEB

Wealthfront Advisers
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return