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

Waypoint Wealth Partners’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
Q2 		– Sell
-7,138
Closed -$368K – 71
2022
Q1 		$368K Buy
+7,138
New +$380K 0.13% 35

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OWM
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Waypoint Wealth Partners's VTEB Position: Q2 2022 in Review

Waypoint Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 7,138 shares — an estimated $368K sold.

Waypoint Wealth Partners first reported a position in VTEB in Q1 2022 and held it in 1 quarter. The position peaked at $368K in Q1 2022. 769 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Waypoint Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • Waypoint Wealth Partners sold 7,138 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $368K.
  • Waypoint Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 1 quarter.
  • Waypoint Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $368K in Q1 2022.
  • 769 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Waypoint Wealth Partners's 13F filing for Q2 2022, filed 5 Aug 2022.