Lvw Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Lvw Advisors, LLC

$804 Million
Q4 2024

A detailed history of Lvw Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lvw Advisors, LLC holds 25,446 shares of VTEB stock, worth $1.28 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

25,446

Previous 101,440 74.92%

Holding current value

$1.28 Million

Previous $5.19 Million 75.41%

% of portfolio

0.16%

Previous 0.67%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$49.79 - $51.14 $3.78 Million - $3.89 Million	-75,994 Reduced 74.92%	25,446 $1.28 Million
Q3 2024 Oct 09, 2024	BUY	$49.93 - $51.15 $422,058 - $432,370	8,453 Added 9.09%	101,440 $5.19 Million
Q2 2024 Jul 15, 2024	BUY	$49.55 - $50.44 $256,173 - $260,774	5,170 Added 5.89%	92,987 $4.66 Million
Q1 2024 Apr 17, 2024	SELL	$50.36 - $51.06 $322,555 - $327,039	-6,405 Reduced 6.8%	87,817 $4.44 Million
Q4 2023 Jan 12, 2024	BUY	$47.36 - $51.14 $371,255 - $400,886	7,839 Added 9.07%	94,222 $4.81 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $124,589 - $130,997	2,594 Added 3.1%	86,383 $4.16 Million
Q2 2023 Jul 14, 2023	BUY	$49.5 - $51.06 $95,188 - $98,188	1,923 Added 2.35%	83,789 $4.21 Million
Q1 2023 May 02, 2023	BUY	$49.32 - $51.02 $425,286 - $439,945	8,623 Added 11.77%	81,866 $4.15 Million
Q4 2022 Jan 18, 2023	SELL	$47.5 - $50.06 $179,455 - $189,126	-3,778 Reduced 4.91%	73,243 $0
Q3 2022 Oct 13, 2022	BUY	$48.11 - $51.14 $414,611 - $440,724	8,618 Added 12.6%	77,021 $3.71 Million
Q2 2022 Jul 22, 2022	SELL	$49.13 - $51.51 $150,779 - $158,084	-3,069 Reduced 4.29%	68,403 $3.42 Million
Q1 2022 May 02, 2022	BUY	$51.44 - $54.88 $53,188 - $56,745	1,034 Added 1.47%	71,472 $3.69 Million
Q4 2021 Jan 26, 2022	SELL	$54.5 - $55.03 $14,497 - $14,637	-266 Reduced 0.38%	70,438 $3.87 Million
Q3 2021 Nov 02, 2021	SELL	$54.77 - $55.59 $35,710 - $36,244	-652 Reduced 0.91%	70,704 $3.87 Million
Q2 2021 Jul 15, 2021	BUY	$54.58 - $55.46 $273,882 - $278,298	5,018 Added 7.56%	71,356 $3.95 Million
Q1 2021 Apr 19, 2021	SELL	$54.36 - $55.51 $166,776 - $170,304	-3,068 Reduced 4.42%	66,338 $3.63 Million
Q4 2020 Feb 04, 2021	BUY	$54.06 - $55.19 $169,315 - $172,855	3,132 Added 4.73%	69,406 $3.83 Million
Q3 2020 Oct 29, 2020	BUY	$54.07 - $55.05 $1.8 Million - $1.83 Million	33,285 Added 100.9%	66,274 $3.61 Million
Q2 2020 Aug 11, 2020	BUY	$51.64 - $54.14 $711,857 - $746,319	13,785 Added 71.78%	32,989 $1.79 Million
Q1 2020 Apr 23, 2020	SELL	$45.81 - $55.19 $976,989 - $1.18 Million	-21,327 Reduced 52.62%	19,204 $1.02 Million
Q4 2019 Feb 10, 2020	SELL	$53.19 - $53.86 $112,922 - $114,344	-2,123 Reduced 4.98%	40,531 $2.17 Million
Q3 2019 Oct 22, 2019	BUY	$53.22 - $53.72 $1.21 Million - $1.22 Million	22,704 Added 113.8%	42,654 $2.29 Million
Q2 2019 Aug 14, 2019	BUY	N/A	19,950 New	19,950 $1.06 Million

Others Institutions Holding VTEB

# of Institutions

1,296

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvw Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lvw Advisors, LLC with notifications on news.

Account