Bsw Wealth Partners Vanguard Mun Bd Fds Tax Exempt Transaction History

Bsw Wealth Partners

  • $676 Million
  • Q4 2024

A detailed history of Bsw Wealth Partners transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Bsw Wealth Partners holds 758,765 shares of VTEB stock, worth $38 Million. This represents 5.63% of its overall portfolio holdings.

Number of Shares
758,765
Previous 781,161 2.87%
Holding current value
$38 Million
Previous $39.9 Million 4.75%
% of portfolio
5.63%
Previous 6.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$49.79 - $51.14 $1.12 Million - $1.15 Million
-22,396 Reduced 2.87%
758,765 $38 Million
Q3 2024

Oct 29, 2024
BUY
$49.93 - $51.15 $1.39 Million - $1.42 Million
27,740 Added 3.68%
781,161 $39.9 Million
Q2 2024

Jul 16, 2024
BUY
$49.55 - $50.44 $2.12 Million - $2.16 Million
42,754 Added 6.02%
753,421 $37.8 Million
Q1 2024

Apr 23, 2024
BUY
$50.36 - $51.06 $379,160 - $384,430
7,529 Added 1.07%
710,667 $36 Million
Q4 2023

Jan 25, 2024
SELL
$47.36 - $51.14 $1.18 Million - $1.27 Million
-24,841 Reduced 3.41%
703,138 $35.9 Million
Q3 2023

Oct 27, 2023
BUY
$48.03 - $50.5 $998,783 - $1.05 Million
20,795 Added 2.94%
727,979 $35 Million
Q2 2023

Aug 11, 2023
BUY
$49.5 - $51.06 $5.03 Million - $5.19 Million
101,691 Added 16.79%
707,184 $35.5 Million
Q1 2023

May 15, 2023
BUY
$49.32 - $51.02 $4.08 Million - $4.22 Million
82,670 Added 15.81%
605,493 $30.7 Million
Q4 2022

Feb 13, 2023
SELL
$47.5 - $50.06 $21.3 Million - $22.5 Million
-449,069 Reduced 46.21%
522,823 $25.9 Million
Q3 2022

Nov 14, 2022
BUY
$48.11 - $51.14 $4.24 Million - $4.51 Million
88,098 Added 9.97%
971,892 $46.8 Million
Q2 2022

Aug 15, 2022
BUY
$49.13 - $51.51 $43.4 Million - $45.5 Million
883,794 New
883,794 $44.1 Million

Others Institutions Holding VTEB

# of Institutions
1,224
Shares Held
516M
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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