Forth Right Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Forth Right Wealth Management, LLC

  • $290 Million
  • Q3 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 143,875 shares of VTEB stock, worth $7.19 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
143,875
Previous 143,506 0.26%
Holding current value
$7.19 Million
Previous $7.19 Million 2.27%
% of portfolio
2.53%
Previous 2.64%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$49.93 - $51.15 $18,424 - $18,874
369 Added 0.26%
143,875 $7.35 Million
Q2 2024

Jul 12, 2024
BUY
$49.55 - $50.44 $558,378 - $568,408
11,269 Added 8.52%
143,506 $7.19 Million
Q1 2024

Apr 23, 2024
BUY
$50.36 - $51.06 $131,741 - $133,572
2,616 Added 2.02%
132,237 $6.69 Million
Q4 2023

Jan 23, 2024
SELL
$47.36 - $51.14 $718,640 - $775,998
-15,174 Reduced 10.48%
129,621 $6.62 Million
Q3 2023

Oct 24, 2023
SELL
$48.03 - $50.5 $570,260 - $599,586
-11,873 Reduced 7.58%
144,795 $6.96 Million
Q2 2023

Jul 17, 2023
BUY
$49.5 - $51.06 $4.26 Million - $4.39 Million
86,003 Added 121.71%
156,668 $7.87 Million
Q1 2023

Apr 18, 2023
BUY
$49.32 - $51.02 $1.3 Million - $1.34 Million
26,350 Added 59.46%
70,665 $3.58 Million
Q4 2022

Jan 17, 2023
BUY
$47.5 - $50.06 $344,802 - $363,385
7,259 Added 19.59%
44,315 $0
Q3 2022

Oct 17, 2022
BUY
$48.11 - $51.14 $626,247 - $665,689
13,017 Added 54.15%
37,056 $1.78 Million
Q2 2022

Jul 15, 2022
SELL
$49.13 - $51.51 $4.71 Million - $4.94 Million
-95,962 Reduced 79.97%
24,039 $1.2 Million
Q1 2022

Apr 19, 2022
BUY
$51.44 - $54.88 $5.85 Million - $6.25 Million
113,815 Added 1839.88%
120,001 $6.19 Million
Q1 2022

Apr 14, 2022
SELL
$51.44 - $54.88 $5.47 Million - $5.84 Million
-106,366 Reduced 94.5%
6,186 $6.19 Million
Q4 2021

Jan 24, 2022
BUY
$54.5 - $55.03 $334,030 - $337,278
6,129 Added 5.76%
112,552 $6.18 Million
Q3 2021

Oct 26, 2021
BUY
$54.77 - $55.59 $186,491 - $189,283
3,405 Added 3.31%
106,423 $5.83 Million
Q2 2021

Jul 23, 2021
BUY
$54.58 - $55.46 $182,351 - $185,291
3,341 Added 3.35%
103,018 $5.7 Million
Q1 2021

Apr 26, 2021
BUY
$54.36 - $55.51 $316,755 - $323,456
5,827 Added 6.21%
99,677 $5.45 Million
Q4 2020

Jan 29, 2021
BUY
$54.06 - $55.19 $5.07 Million - $5.18 Million
93,850 New
93,850 $5.18 Million

Others Institutions Holding VTEB

# of Institutions
1,176
Shares Held
510M
Call Options Held
39.6K
Put Options Held
85.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Forth Right Wealth Management, LLC Portfolio

Follow Forth Right Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email