Falcon Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History

Falcon Wealth Planning

$1 Billion
Q3 2025

A detailed history of Falcon Wealth Planning transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Falcon Wealth Planning holds 5,485 shares of VTEB stock, worth $275,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,485

Previous 6,218 11.79%

Holding current value

$275,730

Previous $304,000 9.87%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$48.5 - $50.19 $35,550 - $36,789	-733 Reduced 11.79%	5,485 $274,000
Q2 2025 Jul 16, 2025	SELL	$48.13 - $49.85 $27,674 - $28,663	-575 Reduced 8.46%	6,218 $304,000
Q1 2025 Apr 24, 2025	SELL	$49.25 - $50.66 $141,593 - $145,647	-2,875 Reduced 29.74%	6,793 $337,000
Q4 2024 Jan 22, 2025	BUY	$49.79 - $51.14 $104,061 - $106,882	2,090 Added 27.58%	9,668 $484,000
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $378,369 - $387,614	7,578 New	7,578 $387,000

Q2 2023 Jul 13, 2023	BUY	$49.5 - $51.06 $619,443 - $638,964	12,514 New	12,514 $628,000

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
Sector ETFs
Industry ETFs

More about VTEB

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Falcon Wealth Planning Vanguard Mun Bd Fds Tax Exempt Transaction History