Ten Capital Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ten Capital Wealth Advisors’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
2021 Q3	–	Sell	-11,150	Closed	-$617K	–	515
2021 Q2	$617K	Hold	11,150	–	–	0.14%	89
2021 Q1	$609K	Hold	11,150	–	–	0.15%	84
2020 Q4	$615K	Hold	11,150	–	–	0.17%	77
2020 Q3	$607K	Buy	+11,150	New	+$609K	0.2%	68

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ten Capital Wealth Advisors's VTEB Position: Q3 2021 in Review

Ten Capital Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 11,150 shares — an estimated $617K sold.

Ten Capital Wealth Advisors first reported a position in VTEB in Q3 2020 and held it in 4 quarters. The position peaked at $617K in Q2 2021. 640 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Ten Capital Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 11,150 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $617K.
Ten Capital Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 4 quarters.
Ten Capital Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $617K in Q2 2021.
640 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.