Precedent Wealth Partners »

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

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

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Mun Bd Fd Inc tax-exempt bd by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 26k 50.13
2024-09-30 $1.1M 22k 51.12
2024-06-30 $948k 19k 50.11
2024-03-31 $813k 16k 50.60
2023-12-31 $718k 14k 51.05

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Precedent Wealth Partners

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

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Charles Schwab Investment Management
Creative Planning
Raymond James Financial
Raymond James & Associates
Northern Trust
Tiaa Trust, National Association
Morgan Stanley
FMR
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Sei Investments
Franklin Resources

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