Avantax Planning Partners, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 182,284 shares of VTEB stock, worth $9.13 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

182,284

Previous 195,524 6.77%

Holding current value

$9.13 Million

Previous $9.8 Million 4.89%

% of portfolio

0.34%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$49.93 - $51.15 $661,073 - $677,226	-13,240 Reduced 6.77%	182,284 $9.32 Million
Q2 2024 Aug 09, 2024	SELL	$49.55 - $50.44 $748,700 - $762,148	-15,110 Reduced 7.17%	195,524 $9.8 Million
Q1 2024 May 02, 2024	BUY	$50.36 - $51.06 $7.59 Million - $7.69 Million	150,647 Added 251.13%	210,634 $10.7 Million
Q4 2023 Feb 09, 2024	BUY	$47.36 - $51.14 $80,843 - $87,295	1,707 Added 2.93%	59,987 $3.06 Million
Q2 2023 Jul 17, 2023	SELL	$49.5 - $51.06 $7,276 - $7,505	-147 Reduced 0.25%	58,280 $2.93 Million
Q1 2023 Apr 20, 2023	SELL	$49.32 - $51.02 $137,948 - $142,702	-2,797 Reduced 4.57%	58,427 $2.96 Million
Q4 2022 Feb 09, 2023	BUY	$47.5 - $50.06 $1.5 Million - $1.58 Million	31,538 Added 106.24%	61,224 $3.03 Million
Q3 2022 Oct 14, 2022	BUY	$48.11 - $51.14 $459,161 - $488,080	9,544 Added 47.38%	29,686 $1.43 Million
Q2 2022 Jul 18, 2022	BUY	$49.13 - $51.51 $741,224 - $777,131	15,087 Added 298.46%	20,142 $1.01 Million
Q2 2021 Aug 10, 2021	SELL	$54.58 - $55.46 $73,464 - $74,649	-1,346 Reduced 21.03%	5,055 $280,000
Q1 2021 May 06, 2021	BUY	$54.36 - $55.51 $73,168 - $74,716	1,346 Added 26.63%	6,401 $350,000
Q4 2020 Feb 04, 2021	SELL	$54.06 - $55.19 $30,111 - $30,740	-557 Reduced 9.93%	5,055 $279,000
Q1 2020 Apr 27, 2020	SELL	$45.81 - $55.19 $12,780 - $15,398	-279 Reduced 4.74%	5,612 $297,000
Q4 2019 Jan 15, 2020	BUY	$53.19 - $53.86 $313,342 - $317,289	5,891 New	5,891 $315,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History