Envestnet Portfolio Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 213,750 shares of VTEB stock, worth $10.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

213,750

Previous 310,467 31.15%

Holding current value

$10.8 Million

Previous $15.9 Million 32.49%

% of portfolio

0.04%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$49.79 - $51.14 $4.82 Million - $4.95 Million	-96,717 Reduced 31.15%	213,750 $10.7 Million
Q3 2024 Oct 31, 2024	SELL	$49.93 - $51.15 $1.54 Million - $1.58 Million	-30,872 Reduced 9.04%	310,467 $15.9 Million
Q2 2024 Jul 16, 2024	BUY	$49.55 - $50.44 $2.15 Million - $2.18 Million	43,298 Added 14.53%	341,339 $17.1 Million
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $9.68 Million - $9.81 Million	-192,160 Reduced 39.2%	298,041 $15.1 Million
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $11.2 Million - $12.1 Million	236,485 Added 93.21%	490,201 $25 Million
Q3 2023 Nov 13, 2023	BUY	$48.03 - $50.5 $12.2 Million - $12.8 Million	253,716 New	253,716 $12.2 Million

Others Institutions Holding VTEB

# of Institutions

1,299

Shares Held

530M

Call Options Held

22.3K

Put Options Held

83.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Envestnet Portfolio Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History