Aprio Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 126,446 shares of VTEB stock, worth $6.34 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

126,446

Previous 109,877 15.08%

Holding current value

$6.34 Million

Previous $5.62 Million 12.86%

% of portfolio

1.01%

Previous 0.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$49.79 - $51.14 $824,970 - $847,338	16,569 Added 15.08%	126,446 $6.34 Million
Q3 2024 Oct 07, 2024	SELL	$49.93 - $51.15 $168,563 - $172,682	-3,376 Reduced 2.98%	109,877 $5.62 Million
Q2 2024 Jul 10, 2024	BUY	$49.55 - $50.44 $696,375 - $708,883	14,054 Added 14.17%	113,253 $5.68 Million
Q1 2024 Apr 10, 2024	BUY	$50.36 - $51.06 $2.36 Million - $2.4 Million	46,945 Added 89.84%	99,199 $5.02 Million
Q4 2023 Jan 17, 2024	BUY	$47.36 - $51.14 $2.47 Million - $2.67 Million	52,254 New	52,254 $2.67 Million
Q4 2020 Jan 11, 2021	SELL	$54.06 - $55.19 $4.13 Million - $4.21 Million	-76,345 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$51.64 - $54.14 $3.94 Million - $4.13 Million	76,345 New	76,345 $4.13 Million

Others Institutions Holding VTEB

# of Institutions

1,212

Shares Held

515M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Aprio Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History