Congress Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Congress Wealth Management LLC holds 77,838 shares of VTEB stock, worth $3.91 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

77,838

Previous 108,499 28.26%

Holding current value

$3.91 Million

Previous $5.38 Million 29.11%

% of portfolio

0.04%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$48.13 - $49.85 $1.48 Million - $1.53 Million	-30,661 Reduced 28.26%	77,838 $3.82 Million
Q1 2025 May 14, 2025	BUY	$49.25 - $50.66 $408,184 - $419,870	8,288 Added 8.27%	108,499 $5.38 Million
Q4 2024 Feb 11, 2025	BUY	$49.79 - $51.14 $27,384 - $28,127	550 Added 0.55%	100,211 $5.02 Million
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $122,827 - $125,829	-2,460 Reduced 2.41%	99,661 $5.09 Million
Q2 2024 Aug 13, 2024	BUY	$49.55 - $50.44 $61,937 - $63,050	1,250 Added 1.24%	102,121 $5.12 Million

Q1 2024 Apr 18, 2024	BUY	$50.36 - $51.06 $68,640 - $69,594	1,363 Added 1.37%	100,871 $5.1 Million
Q4 2023 Feb 09, 2024	SELL	$47.36 - $51.14 $19,180 - $20,711	-405 Reduced 0.41%	99,508 $5.08 Million
Q3 2023 Oct 30, 2023	BUY	$48.03 - $50.5 $4.8 Million - $5.05 Million	99,913 New	99,913 $4.81 Million
Q2 2022 Aug 11, 2022	BUY	$49.13 - $51.51 $221,576 - $232,310	4,510 New	4,510 $225,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Congress Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History