A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Certus Wealth Management, LLC holds 20,389 shares of VTEB stock, worth $1.02 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
20,389
Previous 20,760 1.79%
Holding current value
$1.02 Million
Previous $1.02 Million 0.29%
% of portfolio
0.66%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$48.5 - $50.19 $17,993 - $18,620
-371 Reduced 1.79%
20,389 $1.02 Million
Q2 2025

Jul 24, 2025

BUY
$48.13 - $49.85 $407,661 - $422,229
8,470 Added 68.92%
20,760 $1.02 Million
Q4 2024

Feb 11, 2025

SELL
$49.79 - $51.14 $343,152 - $352,456
-6,892 Reduced 35.93%
12,290 $616,000
Q2 2024

Aug 02, 2024

BUY
$49.55 - $50.44 $359,881 - $366,345
7,263 Added 60.94%
19,182 $961,000
Q3 2023

Nov 02, 2023

BUY
$48.03 - $50.5 $572,469 - $601,909
11,919 New
11,919 $573,000

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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