Walled Lake Planning & Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-63	Closed	-$3K	–	304
2021 Q3	$3K	Buy	63 +1	+2%	+$55	﹤0.01%	303
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	288
2021 Q1	$3K	Buy	+62	New	+$3.41K	﹤0.01%	283

Other funds holding VTEB

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walled Lake Planning & Wealth Management's VTEB Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in VTEB in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 63 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $3K.
Walled Lake Planning & Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3K in Q3 2021.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.