Bernardo Wealth Planning LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 27,001 shares of VTEB stock, worth $1.35 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
27,001
Previous 27,848 3.04%
Holding current value
$1.35 Million
Previous $1.4 Million 1.79%
% of portfolio
0.33%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$49.93 - $51.15 $42,290 - $43,324
-847 Reduced 3.04%
27,001 $1.37 Million
Q2 2024

Jul 10, 2024
BUY
$49.55 - $50.44 $634,586 - $645,985
12,807 Added 85.15%
27,848 $1.4 Million
Q1 2024

May 07, 2024
BUY
$50.36 - $51.06 $757,464 - $767,993
15,041 New
15,041 $761,000

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

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