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

Balanced Rock Investment Advisor

$126 Billion
Q4 2024

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 145,613 shares of VTEB stock, worth $7.38 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares

145,613

Previous 128,954 12.92%

Holding current value

$7.38 Million

Previous $6.59 Billion 10.73%

% of portfolio

5.78%

Previous 5.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,299

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

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