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

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 435,437 shares of VTEB stock, worth $21.8 Million. This represents 8.81% of its overall portfolio holdings.

Number of Shares
435,437
Previous 372,700 16.83%
Holding current value
$21.8 Million
Previous $19 Billion 15.11%
% of portfolio
8.81%
Previous 7.87%

Shares

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

Jan 28, 2025
BUY
$49.79 - $51.14 $3.12 Million - $3.21 Million
62,737 Added 16.83%
435,437 $21.8 Billion
Q3 2024

Oct 30, 2024
BUY
$49.93 - $51.15 $362,791 - $371,655
7,266 Added 1.99%
372,700 $19 Billion
Q2 2024

Oct 30, 2024
BUY
$49.55 - $50.44 $1.2 Million - $1.23 Million
24,304 Added 7.12%
365,434 $18.6 Billion
Q1 2024

Oct 30, 2024
SELL
$50.36 - $51.06 $659,162 - $668,324
-13,089 Reduced 3.7%
341,130 $17.4 Billion
Q4 2023

Oct 30, 2024
BUY
$47.36 - $51.14 $16.8 Million - $18.1 Million
354,219 New
354,219 $18 Billion

Others Institutions Holding VTEB

# of Institutions
1,266
Shares Held
535M
Call Options Held
39.6K
Put Options Held
53.8K
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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