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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by FSM Wealth Advisors

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

Historical chart of FSM Wealth Advisors investment in Vanguard Mun Bd Fd Inc tax-exempt bd

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mun Bd Fd Inc tax-exempt bd held by FSM Wealth Advisors 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $673k 14k 48.10
2023-06-30 $588k 12k 50.01
2023-03-31 $434k 8.6k 50.66
2022-12-31 $204k 4.1k 49.49

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Vanguard Index Fds Total Stk Mkt (VTI)
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Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

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