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TrinityPoint Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

TrinityPoint Wealth’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
Q4 		– Sell
-4,903
Closed -$236K – 297
2022
Q3 		$236K Buy
+4,903
New +$245K 0.05% 241

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TrinityPoint Wealth's VTEB Position: Q4 2022 in Review

TrinityPoint Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 4,903 shares — an estimated $236K sold.

TrinityPoint Wealth first reported a position in VTEB in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • TrinityPoint Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 4,903 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $236K.
  • TrinityPoint Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 1 quarter.
  • TrinityPoint Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $236K in Q3 2022.
  • 856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.