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

WealthPLAN 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
2023
Q2 		– Sell
-2,033
Closed -$103K – 1399
2023
Q1 		$103K Buy
+2,033
New +$102K 0.01% 420
2021
Q4 		– Sell
-3,936
Closed -$216K – 397
2021
Q3 		$216K Hold
3,936
– – 0.01% 355
2021
Q2 		$218K Hold
3,936
– – 0.02% 329
2021
Q1 		$216K Buy
+3,936
New +$216K 0.02% 310

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Wealthfront Advisers
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Northwestern Mutual Wealth Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return