Capital Advisors Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 77,374 shares of VTEB stock, worth $3.9 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
77,374
Previous 61,025 26.79%
Holding current value
$3.9 Million
Previous $3.12 Million 24.33%
% of portfolio
0.7%
Previous 0.58%

Shares

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

Jan 14, 2025
BUY
$49.79 - $51.14 $814,016 - $836,087
16,349 Added 26.79%
77,374 $3.88 Million
Q3 2024

Oct 15, 2024
BUY
$49.93 - $51.15 $532,902 - $545,923
10,673 Added 21.2%
61,025 $3.12 Million
Q2 2024

Jul 16, 2024
SELL
$49.55 - $50.44 $17,193 - $17,502
-347 Reduced 0.68%
50,352 $2.52 Million
Q1 2024

Apr 12, 2024
BUY
$50.36 - $51.06 $364,354 - $369,419
7,235 Added 16.65%
50,699 $2.57 Million
Q4 2023

Jan 08, 2024
BUY
$47.36 - $51.14 $254,275 - $274,570
5,369 Added 14.09%
43,464 $2.22 Million
Q3 2023

Oct 10, 2023
BUY
$48.03 - $50.5 $187,797 - $197,455
3,910 Added 11.44%
38,095 $1.83 Million
Q2 2023

Jul 11, 2023
BUY
$49.5 - $51.06 $516,483 - $532,760
10,434 Added 43.93%
34,185 $1.72 Million
Q1 2023

Apr 14, 2023
BUY
$49.32 - $51.02 $166,208 - $171,937
3,370 Added 16.54%
23,751 $1.2 Million
Q4 2022

Feb 09, 2023
SELL
$47.5 - $50.06 $18,002 - $18,972
-379 Reduced 1.83%
20,381 $1.01 Million
Q3 2022

Nov 14, 2022
SELL
$48.11 - $51.14 $39,498 - $41,985
-821 Reduced 3.8%
20,760 $999,000
Q2 2022

Aug 04, 2022
SELL
$49.13 - $51.51 $45,248 - $47,440
-921 Reduced 4.09%
21,581 $1.08 Million
Q1 2022

May 09, 2022
SELL
$51.44 - $54.88 $906,321 - $966,930
-17,619 Reduced 43.91%
22,502 $1.16 Million
Q4 2021

Feb 04, 2022
BUY
$54.5 - $55.03 $624,897 - $630,973
11,466 Added 40.01%
40,121 $2.2 Million
Q3 2021

Nov 12, 2021
BUY
$54.77 - $55.59 $118,467 - $120,241
2,163 Added 8.16%
28,655 $1.57 Million
Q2 2021

Aug 13, 2021
BUY
$54.58 - $55.46 $299,807 - $304,641
5,493 Added 26.16%
26,492 $1.47 Million
Q1 2021

Apr 20, 2021
BUY
$54.36 - $55.51 $1.14 Million - $1.17 Million
20,999 New
20,999 $1.15 Million

Others Institutions Holding VTEB

# of Institutions
1,294
Shares Held
546M
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
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email