Moneta Group Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Moneta Group Investment Advisors LLC

$9.24 Billion
Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 19,943 shares of VTEB stock, worth $996,551. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,943

Previous 38,810 48.61%

Holding current value

$996,551

Previous $1.94 Million 47.58%

% of portfolio

0.01%

Previous 0.03%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $942,029 - $965,047	-18,867 Reduced 48.61%	19,943 $1.02 Million
Q2 2024 Aug 13, 2024	BUY	$49.55 - $50.44 $82,847 - $84,335	1,672 Added 4.5%	38,810 $1.94 Million
Q1 2024 Aug 13, 2024	BUY	$50.36 - $51.06 $299,893 - $304,062	5,955 Added 19.1%	37,138 $1.88 Million
Q4 2023 Feb 15, 2024	BUY	$47.36 - $51.14 $297,420 - $321,159	6,280 Added 25.22%	31,183 $1.59 Million
Q3 2023 Nov 15, 2023	SELL	$48.03 - $50.5 $1.09 Million - $1.15 Million	-22,727 Reduced 47.72%	24,903 $1.2 Million
Q2 2023 Aug 15, 2023	SELL	$49.5 - $51.06 $110,731 - $114,221	-2,237 Reduced 4.49%	47,630 $2.39 Million
Q1 2023 May 15, 2023	BUY	$49.32 - $51.02 $546,712 - $565,556	11,085 Added 28.58%	49,867 $2.53 Million
Q4 2022 Feb 16, 2023	SELL	$47.5 - $50.06 $105,972 - $111,683	-2,231 Reduced 5.44%	38,782 $1.92 Million
Q4 2022 Feb 16, 2023	SELL	$47.5 - $50.06 $1.95 Billion - $2.05 Billion	-40,971,798 Reduced 99.9%	41,013 $2.03 Million
Q4 2022 Feb 15, 2023	BUY	$47.5 - $50.06 $1.95 Billion - $2.05 Billion	40,980,634 Added 127360.02%	41,012,811 $2.03 Billion
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $829,512 - $881,755	-17,242 Reduced 34.89%	32,177 $1.55 Million
Q2 2022 Aug 15, 2022	SELL	$49.13 - $51.51 $8.75 Million - $9.17 Million	-178,108 Reduced 78.28%	49,419 $2.47 Million
Q1 2022 May 11, 2022	BUY	$51.44 - $54.88 $7.64 Million - $8.15 Million	148,580 Added 188.2%	227,527 $11.7 Million
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $244,705 - $247,084	4,490 Added 6.03%	78,947 $4.34 Million
Q3 2021 Nov 12, 2021	BUY	$54.77 - $55.59 $285,680 - $289,957	5,216 Added 7.53%	74,457 $4.08 Million
Q2 2021 Aug 13, 2021	BUY	$54.58 - $55.46 $718,545 - $730,130	13,165 Added 23.48%	69,241 $3.83 Million
Q1 2021 May 14, 2021	BUY	$54.36 - $55.51 $1.4 Million - $1.43 Million	25,690 Added 84.55%	56,076 $3.06 Million
Q4 2020 Feb 12, 2021	BUY	$54.06 - $55.19 $204,779 - $209,059	3,788 Added 14.24%	30,386 $1.68 Million
Q3 2020 Nov 13, 2020	BUY	$54.07 - $55.05 $494,362 - $503,322	9,143 Added 52.38%	26,598 $1.45 Million
Q2 2020 Aug 12, 2020	BUY	$51.64 - $54.14 $269,767 - $282,827	5,224 Added 42.71%	17,455 $945,000
Q1 2020 May 13, 2020	BUY	$45.81 - $55.19 $329,282 - $396,705	7,188 Added 142.53%	12,231 $647,000
Q4 2019 Feb 11, 2020	SELL	$53.19 - $53.86 $73,029 - $73,949	-1,373 Reduced 21.4%	5,043 $270,000
Q3 2019 Nov 12, 2019	BUY	$53.22 - $53.72 $341,459 - $344,667	6,416 New	6,416 $344,000

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
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Moneta Group Investment Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History