Burt Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Burt Wealth Advisors holds 91,708 shares of VTEB stock, worth $4.59 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

91,708

Previous 96,255 4.72%

Holding current value

$4.59 Million

Previous $4.82 Million 2.8%

% of portfolio

1.18%

Previous 1.27%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$49.93 - $51.15 $227,031 - $232,579	-4,547 Reduced 4.72%	91,708 $4.69 Million
Q2 2024 Jul 16, 2024	SELL	$49.55 - $50.44 $213,857 - $217,699	-4,316 Reduced 4.29%	96,255 $4.82 Million
Q1 2024 Apr 18, 2024	BUY	$50.36 - $51.06 $31,827 - $32,269	632 Added 0.63%	100,571 $5.09 Million
Q4 2023 Feb 01, 2024	BUY	$47.36 - $51.14 $1.04 Million - $1.12 Million	21,905 Added 28.07%	99,939 $5.1 Million
Q3 2023 Oct 11, 2023	BUY	$48.03 - $50.5 $1.24 Million - $1.31 Million	25,900 Added 49.68%	78,034 $3.75 Million
Q2 2023 Jul 18, 2023	BUY	$49.5 - $51.06 $149,985 - $154,711	3,030 Added 6.17%	52,134 $2.62 Million
Q1 2023 Apr 13, 2023	SELL	$49.32 - $51.02 $41,576 - $43,009	-843 Reduced 1.69%	49,104 $2.49 Million
Q4 2022 Jan 17, 2023	BUY	$47.5 - $50.06 $637,877 - $672,255	13,429 Added 36.77%	49,947 $2.47 Million
Q3 2022 Oct 11, 2022	BUY	$48.11 - $51.14 $794,584 - $844,628	16,516 Added 82.57%	36,518 $1.76 Million
Q2 2022 Jul 29, 2022	SELL	$49.13 - $51.51 $946,685 - $992,546	-19,269 Reduced 49.07%	20,002 $998,000
Q1 2022 Apr 19, 2022	BUY	$51.44 - $54.88 $234,309 - $249,978	4,555 Added 13.12%	39,271 $2.02 Million
Q4 2021 Jan 13, 2022	BUY	$54.5 - $55.03 $187,752 - $189,578	3,445 Added 11.02%	34,716 $1.91 Million
Q3 2021 Oct 06, 2021	BUY	$54.77 - $55.59 $88,617 - $89,944	1,618 Added 5.46%	31,271 $1.71 Million
Q2 2021 Jul 14, 2021	BUY	$54.58 - $55.46 $54,143 - $55,016	992 Added 3.46%	29,653 $1.64 Million
Q1 2021 Apr 15, 2021	BUY	$54.36 - $55.51 $133,834 - $136,665	2,462 Added 9.4%	28,661 $1.57 Million
Q4 2020 Feb 11, 2021	BUY	$54.06 - $55.19 $54,060 - $55,190	1,000 Added 3.97%	26,199 $1.45 Million
Q3 2020 Nov 10, 2020	BUY	$54.07 - $55.05 $72,453 - $73,767	1,340 Added 5.62%	25,199 $1.37 Million
Q1 2020 Apr 29, 2020	BUY	$45.81 - $55.19 $92,948 - $111,980	2,029 Added 9.29%	23,859 $1.26 Million
Q4 2019 Jan 29, 2020	BUY	$53.19 - $53.86 $69,147 - $70,018	1,300 Added 6.33%	21,830 $1.17 Million
Q3 2019 Oct 31, 2019	BUY	$53.22 - $53.72 $69,186 - $69,836	1,300 Added 6.76%	20,530 $1.1 Million
Q2 2019 Aug 05, 2019	BUY	N/A	12,830 Added 200.47%	19,230 $1.02 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-1,700 Reduced 20.99%	6,400 $327,000
Q2 2018 Jul 27, 2018	BUY	N/A	6,730 Added 491.24%	8,100 $413,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,370	1,370 $70,000

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

Ticker VTEB
Sector ETFs
Industry ETFs

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Burt Wealth Advisors Vanguard Mun Bd Fds Tax Exempt Transaction History