A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 128,572 shares of VTEB stock, worth $6.46 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares
128,572
Previous 98,608 30.39%
Holding current value
$6.46 Million
Previous $4.94 Billion 33.02%
% of portfolio
4.14%
Previous 3.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$49.93 - $51.15 $1.5 Million - $1.53 Million
29,964 Added 30.39%
128,572 $6.57 Billion
Q2 2024

Jul 30, 2024

BUY
$49.55 - $50.44 $115,352 - $117,424
2,328 Added 2.42%
98,608 $4.94 Billion
Q1 2024

Apr 25, 2024

BUY
$50.36 - $51.06 $1.3 Million - $1.31 Million
25,737 Added 36.48%
96,280 $4.87 Billion
Q4 2023

Jan 18, 2024

BUY
$47.36 - $51.14 $2.38 Million - $2.57 Million
50,161 Added 246.1%
70,543 $3.6 Billion
Q3 2023

Oct 19, 2023

BUY
$48.03 - $50.5 $38,135 - $40,097
794 Added 4.05%
20,382 $980 Million
Q2 2023

Jul 24, 2023

BUY
$49.5 - $51.06 $969,606 - $1 Million
19,588 New
19,588 $984 Million

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.