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Vanguard Mun Bd Fd Inc tax-exempt bd shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners 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 Legacy Wealth Partners 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 Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.0M 36k 55.29
2021-03-31 $2.0M 36k 54.65
2020-12-31 $1.8M 32k 55.19
2020-09-30 $2.2M 41k 54.43
2020-06-30 $1.5M 27k 54.13
2020-03-31 $1.7M 33k 52.89
2019-12-31 $2.1M 40k 54.25

More positions owned by Legacy Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

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