Balanced Rock Investment Advisor Vanguard Mun Bd Fds Tax Exempt Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 8,296 shares of VTEB stock, worth $417,039. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,296

Previous 11,956 30.61%

Holding current value

$417,039

Previous $586 Million 29.14%

% of portfolio

0.3%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$48.5 - $50.19 $177,510 - $183,695	-3,660 Reduced 30.61%	8,296 $415 Million
Q2 2025 Aug 14, 2025	SELL	$48.13 - $49.85 $6.26 Million - $6.48 Million	-129,985 Reduced 91.58%	11,956 $586 Million
Q1 2025 May 12, 2025	SELL	$49.25 - $50.66 $180,846 - $186,023	-3,672 Reduced 2.52%	141,941 $7.04 Billion
Q4 2024 Feb 13, 2025	BUY	$49.79 - $51.14 $829,451 - $851,941	16,659 Added 12.92%	145,613 $7.3 Billion
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $72,148 - $73,911	1,445 Added 1.13%	128,954 $6.59 Billion

Q2 2024 Jul 31, 2024	SELL	$49.55 - $50.44 $481,130 - $489,772	-9,710 Reduced 7.08%	127,509 $6.39 Billion
Q1 2024 May 13, 2024	SELL	$50.36 - $51.06 $1.17 Million - $1.19 Million	-23,317 Reduced 14.52%	137,219 $6.94 Billion
Q4 2023 Feb 13, 2024	BUY	$47.36 - $51.14 $7.6 Million - $8.21 Million	160,536 New	160,536 $8.2 Billion

Others Institutions Holding VTEB

# of Institutions

1,376

Shares Held

605M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Balanced Rock Investment Advisor Vanguard Mun Bd Fds Tax Exempt Transaction History