Foundations Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 19,381 shares of VTEB stock, worth $973,507. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,381

Previous 9,981 94.18%

Holding current value

$973,507

Previous $510,000 90.39%

% of portfolio

0.02%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$49.79 - $51.14 $468,026 - $480,716	9,400 Added 94.18%	19,381 $971,000
Q3 2024 Oct 21, 2024	BUY	$49.93 - $51.15 $291,441 - $298,562	5,837 Added 140.85%	9,981 $510,000
Q2 2024 Aug 02, 2024	SELL	$49.55 - $50.44 $279,362 - $284,380	-5,638 Reduced 57.64%	4,144 $207,000
Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $251,497 - $254,993	4,994 Added 104.3%	9,782 $494,000
Q4 2023 Feb 08, 2024	BUY	$47.36 - $51.14 $226,759 - $244,858	4,788 New	4,788 $244,000
Q2 2023 Jul 19, 2023	BUY	$49.5 - $51.06 $401,692 - $414,351	8,115 New	8,115 $407,000
Q2 2022 Jul 08, 2022	BUY	$49.13 - $51.51 $62,542 - $65,572	1,273 Added 12.33%	11,597 $583,000
Q1 2022 Apr 19, 2022	SELL	$51.44 - $54.88 $212,858 - $227,093	-4,138 Reduced 28.61%	10,324 $523,000
Q4 2021 Jan 21, 2022	SELL	$54.5 - $55.03 $46,488 - $46,940	-853 Reduced 5.57%	14,462 $788,000
Q3 2021 Oct 13, 2021	BUY	$54.77 - $55.59 $135,117 - $137,140	2,467 Added 19.2%	15,315 $838,000
Q2 2021 Jul 14, 2021	SELL	$54.58 - $55.46 $818 - $831	-15 Reduced 0.12%	12,848 $712,000
Q1 2021 Apr 09, 2021	BUY	$54.36 - $55.51 $699,232 - $714,025	12,863 New	12,863 $704,000

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
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Foundations Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History