Cypress Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Cypress Wealth Services, LLC

$474 Million
Q4 2024

A detailed history of Cypress Wealth Services, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 31,684 shares of VTEB stock, worth $1.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

31,684

Previous 31,461 0.71%

Holding current value

$1.6 Million

Previous $1.61 Million 1.24%

% of portfolio

0.33%

Previous 0.34%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$49.79 - $51.14 $11,103 - $11,404	223 Added 0.71%	31,684 $1.59 Million
Q3 2024 Oct 08, 2024	SELL	$49.93 - $51.15 $6,191 - $6,342	-124 Reduced 0.39%	31,461 $1.61 Million
Q2 2024 Jul 12, 2024	SELL	$49.55 - $50.44 $140,176 - $142,694	-2,829 Reduced 8.22%	31,585 $1.58 Million
Q1 2024 Apr 15, 2024	SELL	$50.36 - $51.06 $99,461 - $100,843	-1,975 Reduced 5.43%	34,414 $1.74 Million
Q4 2023 Jan 10, 2024	BUY	$47.36 - $51.14 $1.13 Million - $1.22 Million	23,865 Added 190.55%	36,389 $1.86 Million
Q3 2023 Oct 13, 2023	BUY	$48.03 - $50.5 $73,870 - $77,669	1,538 Added 14.0%	12,524 $602,000
Q2 2023 Jul 21, 2023	SELL	$49.5 - $51.06 $18,859 - $19,453	-381 Reduced 3.35%	10,986 $551,000
Q1 2023 Apr 07, 2023	SELL	$49.32 - $51.02 $90,255 - $93,366	-1,830 Reduced 13.87%	11,367 $575,000
Q4 2022 Jan 18, 2023	SELL	$47.5 - $50.06 $6,697 - $7,058	-141 Reduced 1.06%	13,197 $0
Q3 2022 Oct 14, 2022	SELL	$48.11 - $51.14 $20,831 - $22,143	-433 Reduced 3.14%	13,338 $649,000
Q1 2022 Apr 22, 2022	SELL	$51.44 - $54.88 $29,989 - $31,995	-583 Reduced 4.06%	13,771 $710,000
Q2 2021 Jul 14, 2021	SELL	$54.58 - $55.46 $297,078 - $301,868	-5,443 Reduced 27.49%	14,354 $794,000
Q1 2021 Apr 28, 2021	SELL	$54.36 - $55.51 $169,059 - $172,636	-3,110 Reduced 13.58%	19,797 $1.08 Million
Q1 2020 Apr 10, 2020	BUY	$45.81 - $55.19 $58,682 - $70,698	1,281 Added 5.92%	22,907 $1.21 Million
Q4 2019 Jan 14, 2020	BUY	$53.19 - $53.86 $379,776 - $384,560	7,140 Added 49.29%	21,626 $1.16 Million
Q2 2019 Jul 24, 2019	BUY	N/A	1,450 Added 11.12%	14,486 $769,000
Q1 2019 Apr 19, 2019	BUY	N/A	1,660 Added 14.59%	13,036 $680,000
Q4 2018 Jan 22, 2019	SELL	N/A	-768 Reduced 6.32%	11,376 $581,000
Q2 2018 Aug 06, 2018	SELL	N/A	-1 Reduced 0.01%	12,144 $619,000
Q1 2018 May 01, 2018	SELL	N/A	-2,482 Reduced 16.97%	12,145 $617,000
Q4 2017 Feb 05, 2018	BUY	N/A	14,627	14,627 $756,000

Others Institutions Holding VTEB

# of Institutions

1,296

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Cypress Wealth Services, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History