Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Heritage Wealth Management, Inc.

$360 Billion
Q4 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 5,425 shares of VTEB stock, worth $272,714. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,425

Previous 5,190 4.53%

Holding current value

$272,714

Previous $260 Million 4.99%

% of portfolio

0.08%

Previous 0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$49.98 - $50.59 $11,745 - $11,888	235 Added 4.53%	5,425 $273 Million
Q2 2025 Aug 14, 2025	SELL	$48.13 - $49.85 $98,666 - $102,192	-2,050 Reduced 28.31%	5,190 $254 Million
Q3 2024 Oct 31, 2024	SELL	$49.93 - $51.15 $16,227 - $16,623	-325 Reduced 4.3%	7,240 $370 Million
Q2 2024 Sep 09, 2024	BUY	$49.55 - $50.44 $374,845 - $381,578	7,565 New	7,565 $380 Million

Others Institutions Holding VTEB

# of Institutions

1,382

Shares Held

607M

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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Heritage Wealth Management, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History