Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,190 shares of VTEB stock, worth $260,901. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,190
Previous 5,190 -0.0%
Holding current value
$260,901
Previous $254 Million 2.12%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$48.13 - $49.85 $98,666 - $102,192
-2,050 Reduced 28.31%
5,190 $254 Million
Q3 2024

Oct 31, 2024
SELL
$49.93 - $51.15 $16,227 - $16,623
-325 Reduced 4.3%
7,240 $370 Million
Q2 2024

Sep 09, 2024
BUY
$49.55 - $50.44 $374,845 - $381,578
7,565 New
7,565 $380 Million

Others Institutions Holding VTEB

# of Institutions
1,372
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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