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 $4.97 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
98,152
Previous 99,123 0.98%
Holding current value
$4.97 Million
Previous $5.07 Million 2.9%
% of portfolio
2.43%
Previous 2.51%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,299
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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