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 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Stonebridge Financial Planning Group's VTEB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 400 shares — an estimated $21K sold.

Stonebridge Financial Planning Group first reported a position in VTEB in Q2 2020 and held it in 7 quarters. The position peaked at $68K in Q2 2020. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 400 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $21K.
Stonebridge Financial Planning Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 7 quarters.
Stonebridge Financial Planning Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $68K in Q2 2020.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.