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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 106,028 shares of VTEB stock, worth $5.37 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
106,028
Previous 73,368 44.52%
Holding current value
$5.37 Million
Previous $3.75 Million 41.73%
% of portfolio
0.11%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$49.79 - $51.14 $1.63 Million - $1.67 Million
32,660 Added 44.52%
106,028 $5.32 Million
Q3 2024

Nov 12, 2024
BUY
$49.93 - $51.15 $2.17 Million - $2.22 Million
43,437 Added 145.12%
73,368 $3.75 Million
Q2 2024

Aug 14, 2024
BUY
$49.55 - $50.44 $476,770 - $485,333
9,622 Added 47.38%
29,931 $1.5 Million
Q1 2024

May 09, 2024
BUY
$50.36 - $51.06 $261,872 - $265,512
5,200 Added 34.42%
20,309 $1.03 Million
Q4 2023

Feb 08, 2024
SELL
$47.36 - $51.14 $1.48 Million - $1.6 Million
-31,355 Reduced 67.48%
15,109 $771,000
Q3 2023

Nov 07, 2023
BUY
$48.03 - $50.5 $1.69 Million - $1.78 Million
35,210 Added 312.87%
46,464 $2.23 Million
Q2 2023

Aug 10, 2023
BUY
$49.5 - $51.06 $300,217 - $309,678
6,065 Added 116.88%
11,254 $565,000
Q1 2023

May 15, 2023
SELL
$49.32 - $51.02 $28,802 - $29,795
-584 Reduced 10.12%
5,189 $262,000
Q4 2022

Feb 13, 2023
SELL
$47.5 - $50.06 $141,407 - $149,028
-2,977 Reduced 34.02%
5,773 $285,000
Q3 2022

Nov 14, 2022
BUY
$48.11 - $51.14 $128,309 - $136,390
2,667 Added 43.84%
8,750 $421,000
Q2 2022

Aug 16, 2022
BUY
$49.13 - $51.51 $83,815 - $87,876
1,706 Added 38.98%
6,083 $304,000
Q1 2022

Feb 08, 2024
SELL
$51.44 - $54.88 $551,899 - $588,807
-10,729 Reduced 71.01%
4,380 $0
Q4 2021

Feb 17, 2022
BUY
$54.5 - $55.03 $381 - $385
7 Added 0.16%
4,377 $240,000
Q3 2021

Dec 03, 2021
BUY
$54.77 - $55.59 $328 - $333
6 Added 0.14%
4,370 $239,000
Q2 2021

Aug 17, 2021
BUY
$54.58 - $55.46 $272 - $277
5 Added 0.11%
4,364 $241,000
Q1 2021

May 24, 2021
BUY
$54.36 - $55.51 $217 - $222
4 Added 0.09%
4,359 $238,000
Q4 2020

Feb 16, 2021
BUY
$54.06 - $55.19 $432 - $441
8 Added 0.18%
4,355 $240,000
Q3 2020

Nov 19, 2020
BUY
$54.07 - $55.05 $378 - $385
7 Added 0.16%
4,347 $237,000
Q2 2020

Aug 14, 2020
BUY
$51.64 - $54.14 $361 - $378
7 Added 0.16%
4,340 $235,000
Q1 2020

May 11, 2020
BUY
$45.81 - $55.19 $198,494 - $239,138
4,333 New
4,333 $229,000

Others Institutions Holding VTEB

# of Institutions
1,299
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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