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

V 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
2022 Q1	–	Sell	-4,749	Closed	-$261K	–	482
2021 Q4	$261K	Sell	4,749 -2,196	-32%	-$120K	0.04%	379
2021 Q3	$381K	Hold	6,945	–	–	0.06%	318
2021 Q2	$384K	Buy	6,945 +740	+12%	+$40.8K	0.06%	326
2021 Q1	$339K	Sell	6,205 -152	-2%	-$8.35K	0.06%	321
2020 Q4	$351K	Buy	+6,357	New	+$347K	0.07%	280
2020 Q3	–	Sell	-5,357	Closed	-$291K	–	347
2020 Q2	$291K	Sell	5,357 -3,614	-40%	-$193K	0.08%	279
2020 Q1	$475K	Buy	+8,971	New	+$480K	0.15%	160

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

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

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

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

V Wealth Advisors's VTEB Position: Q1 2022 in Review

V Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 4,749 shares — an estimated $261K sold.

V Wealth Advisors first reported a position in VTEB in Q1 2020 and held it in 7 quarters. The position peaked at $475K in Q1 2020. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

V Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
V Wealth Advisors sold 4,749 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $261K.
V Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 7 quarters.
V Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $475K in Q1 2020.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on V Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.