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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Aevitas Wealth Management

Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Aevitas Wealth Management from 13F filings

Historical chart of Aevitas Wealth Management investment in Vanguard Mun Bd Fd Inc tax-exempt bd

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All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by Aevitas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Aevitas Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $4.4M 89k 49.49
2022-09-30 $1.2M 25k 48.12
2022-06-30 $1.1M 23k 49.93

More positions owned by Aevitas Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Exxon Mobil Corporation (XOM)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Vanguard World Fds Energy Etf (VDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Becton, Dickinson and (BDX)
Palo Alto Networks (PANW)
Vanguard World Fds Health Car Etf (VHT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for Aevitas Wealth Management

Top funds holding Vanguard Mun Bd Fd Inc tax-exempt bd

Jpmorgan Chase & Co
Wealthfront Advisers
Charles Schwab Investment Advisory
Creative Planning
Raymond James & Associates
Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
UBS Group
Aspiriant
Mercer Global Advisors
CI Private Wealth
Us Bancorp
Franklin Resources
Adviser Investments

View all funds holding Vanguard Mun Bd Fd Inc tax-exempt bd