M. Kulyk & Associates, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

M. Kulyk & Associates, LLC

$491 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$51.44 - $54.88 $242,179 - $258,375	-4,708 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$54.5 - $55.03 $256,586 - $259,081	4,708 New	4,708 $259,000

Others Institutions Holding VTEB

# of Institutions

1,224

Shares Held

516M

Call Options Held

39.6K

Put Options Held

85.7K

Jpmorgan Chase & CO New York, NY

74.7M
Shares

$3.74 Billion
0.31% of portfolio
Northwestern Mutual Wealth Management CO

32.7M
Shares

$1.64 Billion
1.49% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

31.6M
Shares

$1.58 Billion
0.31% of portfolio
Wealthfront Advisers LLC

31.5M
Shares

$1.58 Billion
5.01% of portfolio
Creative Planning Overland Park, KS

25M
Shares

$1.25 Billion
1.27% of portfolio

About VANGUARD MUN BD FDS TAX-EXEMPT

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