Level Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Level Wealth Management LLC

  • $190 Billion
  • Q3 2025

A detailed history of Level Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Level Wealth Management LLC holds 164,984 shares of VTEB stock, worth $8.29 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
164,984
Previous 148,846 10.84%
Holding current value
$8.29 Million
Previous $7.3 Billion 13.19%
% of portfolio
4.35%
Previous 4.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$48.5 - $50.19 $782,693 - $809,966
16,138 Added 10.84%
164,984 $8.26 Billion
Q2 2025

Jul 29, 2025
SELL
$48.13 - $49.85 $2.54 Million - $2.64 Million
-52,860 Reduced 26.21%
148,846 $7.3 Billion
Q1 2025

Apr 28, 2025
BUY
$49.25 - $50.66 $501,660 - $516,022
10,186 Added 5.32%
201,706 $10 Billion
Q4 2024

Jan 24, 2025
BUY
$49.79 - $51.14 $9.54 Million - $9.79 Million
191,520 New
191,520 $9.6 Billion

Others Institutions Holding VTEB

# of Institutions
1,372
Shares Held
602M
Call Options Held
282K
Put Options Held
56K
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 Level Wealth Management LLC Portfolio

Follow Level 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 Level Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email