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SW
StrongBox Wealth’s
Vanguard Tax-Exempt Bond Index Fund
VTEB
Stock Holding History
StrongBox Wealth’s Portfolio
VTEB Stock Details
VTEB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-4,650
Closed
-$224K
–
85
2022
Q3
$224K
Sell
4,650
-167
-3%
-$8.35K
0.16%
74
2022
Q2
$240K
Sell
4,817
-6,955
-59%
-$349K
0.16%
75
2022
Q1
$607K
Sell
11,772
-9,990
-46%
-$532K
0.35%
60
2021
Q4
$1.2M
Buy
21,762
+150
+0.7%
+$8.22K
0.6%
50
2021
Q3
$1.18M
Buy
21,612
+331
+2%
+$18.3K
0.66%
48
2021
Q2
$1.18M
Buy
21,281
+754
+4%
+$41.5K
0.67%
46
2021
Q1
$1.12M
Buy
20,527
+1,090
+6%
+$59.9K
0.7%
43
2020
Q4
$1.07M
Buy
19,437
+1,600
+9%
+$87.3K
0.7%
40
2020
Q3
$971K
Buy
17,837
+2,970
+20%
+$162K
0.71%
39
2020
Q2
$805K
Buy
14,867
+4,900
+49%
+$261K
0.73%
42
2020
Q1
$527K
Buy
+9,967
New
+$534K
0.6%
48
Other funds holding VTEB
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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