Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Journey Strategic Wealth LLC

$2.71 Billion
Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 14,469 shares of VTEB stock, worth $722,871. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,469

Previous 14,378 0.63%

Holding current value

$722,871

Previous $720,000 2.64%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.93 - $51.15 $4,543 - $4,654	91 Added 0.63%	14,469 $739,000
Q2 2024 Aug 14, 2024	SELL	$49.55 - $50.44 $5,549 - $5,649	-112 Reduced 0.77%	14,378 $720,000
Q1 2024 May 13, 2024	SELL	$50.36 - $51.06 $20,798 - $21,087	-413 Reduced 2.77%	14,490 $733,000
Q4 2023 Feb 09, 2024	BUY	$47.36 - $51.14 $482,835 - $521,372	10,195 Added 216.55%	14,903 $760,000
Q3 2023 Nov 08, 2023	SELL	$48.03 - $50.5 $1.36 Million - $1.43 Million	-28,372 Reduced 85.77%	4,708 $226,000
Q2 2023 Aug 14, 2023	SELL	$49.5 - $51.06 $11,979 - $12,356	-242 Reduced 0.73%	33,080 $1.66 Million
Q1 2023 May 11, 2023	SELL	$49.32 - $51.02 $151,659 - $156,886	-3,075 Reduced 8.45%	33,322 $1.69 Million
Q4 2022 Feb 14, 2023	BUY	$47.5 - $50.06 $1.73 Million - $1.82 Million	36,397 New	36,397 $1.8 Million

Others Institutions Holding VTEB

# of Institutions

1,177

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Journey Strategic Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History