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

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $15M 305k 50.11
2022-03-31 $461k 8.4k 54.96
2021-09-30 $839k 15k 54.79

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Wellington Short Trm Tax Ex (VTES)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Broad Usd High (USHY)

View all positions for San Luis Wealth Advisors

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

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

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