Aletheian Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 34,976 shares of VTEB stock, worth $1.77 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
34,976
Previous 36,895 5.2%
Holding current value
$1.77 Million
Previous $1.89 Million 7.05%
% of portfolio
1.08%
Previous 1.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$49.79 - $51.14 $95,547 - $98,137
-1,919 Reduced 5.2%
34,976 $1.75 Million
Q3 2024

Oct 25, 2024
SELL
$49.93 - $51.15 $42,690 - $43,733
-855 Reduced 2.26%
36,895 $1.89 Million
Q2 2024

Jul 26, 2024
SELL
$49.55 - $50.44 $147,906 - $150,563
-2,985 Reduced 7.33%
37,750 $1.89 Million
Q1 2024

Apr 15, 2024
SELL
$50.36 - $51.06 $33,237 - $33,699
-660 Reduced 1.59%
40,735 $2.06 Million
Q4 2023

Jan 05, 2024
BUY
$47.36 - $51.14 $582,291 - $628,766
12,295 Added 42.25%
41,395 $2.11 Million
Q3 2023

Oct 04, 2023
BUY
$48.03 - $50.5 $155,761 - $163,771
3,243 Added 12.54%
29,100 $1.4 Million
Q2 2023

Jul 13, 2023
SELL
$49.5 - $51.06 $29,254 - $30,176
-591 Reduced 2.23%
25,857 $1.3 Million
Q1 2023

May 11, 2023
SELL
$49.32 - $51.02 $509,968 - $527,546
-10,340 Reduced 28.11%
26,448 $1.34 Million
Q4 2022

Jan 17, 2023
SELL
$47.5 - $50.06 $2,897 - $3,053
-61 Reduced 0.17%
36,788 $0
Q3 2022

Oct 14, 2022
SELL
$48.11 - $51.14 $268,501 - $285,412
-5,581 Reduced 13.15%
36,849 $1.77 Million
Q2 2022

Jul 11, 2022
BUY
$49.13 - $51.51 $1.6 Million - $1.68 Million
32,639 Added 333.36%
42,430 $2.12 Million
Q1 2022

Apr 18, 2022
BUY
$51.44 - $54.88 $503,649 - $537,330
9,791 New
9,791 $505,000

Others Institutions Holding VTEB

# of Institutions
1,299
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors 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 Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email