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

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WealthPLAN Partners's VTEB Position: Q2 2023 in Review

WealthPLAN Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 2,033 shares — an estimated $103K sold.

WealthPLAN Partners first reported a position in VTEB in Q1 2021 and held it in 4 quarters. The position peaked at $218K in Q2 2021. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

WealthPLAN Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 2,033 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $103K.
WealthPLAN Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 4 quarters.
WealthPLAN Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $218K in Q2 2021.
893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.