Strengthening Families & Communities LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strengthening Families & Communities LLC’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
2024 Q4	–	Sell	-68	Closed	-$3.47K	–	563
2024 Q3	$3.47K	Buy	68 +1	+1%	+$51	﹤0.01%	406
2024 Q2	$3K	Buy	+67	New	+$3.35K	﹤0.01%	454
2022 Q3	–	Sell	-500	Closed	-$26K	–	539
2022 Q2	$26K	Hold	500	–	–	0.02%	169
2022 Q1	$26K	Buy	+500	New	+$26.6K	0.02%	169

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strengthening Families & Communities LLC's VTEB Position: Q4 2024 in Review

Strengthening Families & Communities LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 68 shares — an estimated $3.47K sold.

Strengthening Families & Communities LLC first reported a position in VTEB in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q2 2022. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Strengthening Families & Communities LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Strengthening Families & Communities LLC sold 68 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $3.47K.
Strengthening Families & Communities LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 4 quarters.
Strengthening Families & Communities LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $26K in Q2 2022.
1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2024, filed 29 Jan 2025.