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

Benchmark Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 98,152 shares of VTEB stock, worth $4.91 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

98,152

Previous 99,123 0.98%

Holding current value

$4.91 Million

Previous $5.07 Million 2.9%

% of portfolio

2.43%

Previous 2.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$49.79 - $51.14 $48,346 - $49,656	-971 Reduced 0.98%	98,152 $4.92 Million
Q3 2024 Oct 18, 2024	BUY	$49.93 - $51.15 $747,152 - $765,408	14,964 Added 17.78%	99,123 $5.07 Million
Q2 2024 Jul 08, 2024	SELL	$49.55 - $50.44 $60,302 - $61,385	-1,217 Reduced 1.43%	84,159 $4.22 Million
Q1 2024 Apr 08, 2024	BUY	$50.36 - $51.06 $981,617 - $995,261	19,492 Added 29.59%	85,376 $4.32 Million
Q4 2023 Jan 19, 2024	SELL	$47.36 - $51.14 $175,847 - $189,882	-3,713 Reduced 5.34%	65,884 $3.36 Million
Q3 2023 Oct 16, 2023	SELL	$48.03 - $50.5 $1.11 Million - $1.17 Million	-23,174 Reduced 24.98%	69,597 $3.35 Million
Q2 2023 Jul 19, 2023	BUY	$49.5 - $51.06 $205,573 - $212,052	4,153 Added 4.69%	92,771 $4.66 Million
Q1 2023 Apr 17, 2023	BUY	$49.32 - $51.02 $847,662 - $876,880	17,187 Added 24.06%	88,618 $4.49 Million
Q4 2022 Feb 07, 2023	BUY	$47.5 - $50.06 $1.75 Million - $1.84 Million	36,800 Added 106.26%	71,431 $3.54 Million
Q3 2022 Oct 13, 2022	BUY	$48.11 - $51.14 $918,227 - $976,058	19,086 Added 122.78%	34,631 $1.67 Million
Q2 2022 Jul 11, 2022	BUY	$49.13 - $51.51 $763,725 - $800,722	15,545 New	15,545 $776,000

Others Institutions Holding VTEB

# of Institutions

1,200

Shares Held

512M

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