Brandywine Oak Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 118,142 shares of VTEB stock, worth $5.9 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
118,142
Previous 113,878 3.74%
Holding current value
$5.9 Million
Previous $5.71 Million 5.84%
% of portfolio
0.59%
Previous 0.59%

Shares

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

Nov 07, 2024
BUY
$49.93 - $51.15 $212,901 - $218,103
4,264 Added 3.74%
118,142 $6.04 Million
Q2 2024

Jul 30, 2024
BUY
$49.55 - $50.44 $205,285 - $208,972
4,143 Added 3.78%
113,878 $5.71 Million
Q1 2024

May 07, 2024
BUY
$50.36 - $51.06 $100,115 - $101,507
1,988 Added 1.85%
109,735 $5.55 Million
Q4 2023

Feb 05, 2024
BUY
$47.36 - $51.14 $149,894 - $161,858
3,165 Added 3.03%
107,747 $5.5 Million
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.5 $87,846 - $92,364
1,829 Added 1.78%
104,582 $5.03 Million
Q2 2023

Aug 11, 2023
SELL
$49.5 - $51.06 $148,747 - $153,435
-3,005 Reduced 2.84%
102,753 $5.16 Million
Q1 2023

May 10, 2023
SELL
$49.32 - $51.02 $122,461 - $126,682
-2,483 Reduced 2.29%
105,758 $5.36 Million
Q4 2022

Feb 06, 2023
SELL
$47.5 - $50.06 $1.09 Million - $1.15 Million
-22,982 Reduced 17.51%
108,241 $5.36 Million
Q3 2022

Nov 10, 2022
SELL
$48.11 - $51.14 $640,247 - $680,571
-13,308 Reduced 9.21%
131,223 $6.32 Million
Q2 2022

Jul 22, 2022
BUY
$49.13 - $51.51 $6.68 Million - $7 Million
135,939 Added 1582.16%
144,531 $7.22 Million
Q1 2022

May 02, 2022
SELL
$51.44 - $54.88 $7,098 - $7,573
-138 Reduced 1.58%
8,592 $442,000
Q4 2021

Feb 07, 2022
BUY
$54.5 - $55.03 $24,852 - $25,093
456 Added 5.51%
8,730 $479,000
Q3 2021

Oct 18, 2021
BUY
$54.77 - $55.59 $18,950 - $19,234
346 Added 4.36%
8,274 $453,000
Q2 2021

Aug 09, 2021
BUY
$54.58 - $55.46 $17,083 - $17,358
313 Added 4.11%
7,928 $438,000
Q1 2021

May 06, 2021
BUY
$54.36 - $55.51 $6,958 - $7,105
128 Added 1.71%
7,615 $416,000
Q1 2020

May 06, 2020
BUY
$45.81 - $55.19 $127,214 - $153,262
2,777 Added 58.96%
7,487 $396,000
Q4 2019

Jan 28, 2020
SELL
$53.19 - $53.86 $24,892 - $25,206
-468 Reduced 9.04%
4,710 $252,000
Q2 2019

Jul 22, 2019
BUY
N/A
670 Added 14.86%
5,178 $274,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,508 New
4,508 $230,000

Others Institutions Holding VTEB

# of Institutions
1,177
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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