Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors 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 Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $677k | 14k | 50.07 |
| 2025-06-30 | $958k | 20k | 49.03 |
| 2025-03-31 | $1.4M | 28k | 49.62 |
| 2024-12-31 | $1.5M | 29k | 50.13 |
| 2024-09-30 | $1.6M | 32k | 51.12 |
| 2024-06-30 | $2.5M | 51k | 50.11 |
| 2024-03-31 | $2.2M | 43k | 50.60 |
| 2023-09-30 | $1.6M | 34k | 48.10 |
| 2023-06-30 | $1.6M | 32k | 50.22 |
| 2023-03-31 | $1.7M | 34k | 50.66 |
| 2022-12-31 | $923k | 19k | 49.49 |
| 2022-09-30 | $825k | 17k | 48.14 |
| 2022-06-30 | $807k | 16k | 49.94 |
| 2022-03-31 | $51k | 989 | 51.57 |
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