Cassady Schiller Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 400 shares of VTEB stock, worth $20,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$20,144
Previous $20,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$47.36 - $51.14 $12,929 - $13,961
-273 Reduced 40.56%
400 $20,000
Q2 2023

Aug 10, 2023
BUY
$49.5 - $51.06 $13,513 - $13,939
273 Added 68.25%
673 $33,000
Q4 2022

Feb 13, 2023
BUY
$47.5 - $50.06 $19,000 - $20,024
400 New
400 $19,000
Q1 2022

May 12, 2022
SELL
$51.44 - $54.88 $20,576 - $21,952
-400 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$54.5 - $55.03 $21,800 - $22,012
400 New
400 $22,000

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
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