Carl P. Sherr & Co., LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Carl P. Sherr & Co., LLC

  • $188 Million
  • Q4 2024

A detailed history of Carl P. Sherr & Co., LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Carl P. Sherr & Co., LLC holds 6,675 shares of VTEB stock, worth $335,018. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,675
Previous 9,615 30.58%
Holding current value
$335,018
Previous $491,000 31.98%
% of portfolio
0.18%
Previous 0.26%

Shares

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

Feb 03, 2025
SELL
$49.79 - $51.14 $146,382 - $150,351
-2,940 Reduced 30.58%
6,675 $334,000
Q3 2024

Nov 14, 2024
BUY
$49.93 - $51.15 $39,195 - $40,152
785 Added 8.89%
9,615 $491,000
Q4 2023

Jan 30, 2024
BUY
$47.36 - $51.14 $418,188 - $451,566
8,830 New
8,830 $450,000

Others Institutions Holding VTEB

# of Institutions
1,286
Shares Held
542M
Call Options Held
34.6K
Put Options Held
62.2K
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 Carl P. Sherr & Co., LLC Portfolio

Follow Carl P. Sherr & Co., 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 Carl P. Sherr & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carl P. Sherr & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email