Occidental Asset Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Occidental Asset Management, LLC

  • $818 Million
  • Q4 2025

A detailed history of Occidental Asset Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Occidental Asset Management, LLC holds 13,997 shares of VTEB stock, worth $703,629. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,997
Previous 11,197 25.01%
Holding current value
$703,629
Previous $560,000 25.54%
% of portfolio
0.09%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$49.98 - $50.59 $139,944 - $141,652
2,800 Added 25.01%
13,997 $703,000
Q2 2025

Jul 14, 2025
BUY
$48.13 - $49.85 $139,577 - $144,565
2,900 Added 34.95%
11,197 $548,000
Q1 2025

May 15, 2025
BUY
$49.25 - $50.66 $86,187 - $88,655
1,750 Added 26.73%
8,297 $411,000
Q4 2024

Jan 14, 2025
SELL
$49.79 - $51.14 $19,268 - $19,791
-387 Reduced 5.58%
6,547 $328,000
Q3 2024

Oct 11, 2024
BUY
$49.93 - $51.15 $59,266 - $60,715
1,187 Added 20.65%
6,934 $354,000
Q2 2024

Jul 15, 2024
BUY
$49.55 - $50.44 $284,763 - $289,878
5,747 New
5,747 $287,000
Q3 2023

Oct 18, 2023
SELL
$48.03 - $50.5 $26,224 - $27,573
-546 Reduced 10.6%
4,604 $221,000
Q4 2022

Jan 23, 2023
BUY
$47.5 - $50.06 $244,625 - $257,809
5,150 New
5,150 $0
Q4 2021

Feb 01, 2022
SELL
$54.5 - $55.03 $1.05 Million - $1.06 Million
-19,200 Closed
0 $0
Q1 2021

May 06, 2021
SELL
$54.36 - $55.51 $48,108 - $49,126
-885 Reduced 4.41%
19,200 $1.05 Million
Q3 2020

Nov 10, 2020
BUY
$54.07 - $55.05 $54,070 - $55,050
1,000 Added 5.24%
20,085 $1.09 Million
Q1 2020

Apr 23, 2020
SELL
$45.81 - $55.19 $234,776 - $282,848
-5,125 Reduced 21.17%
19,085 $1.01 Million
Q3 2019

Oct 17, 2019
BUY
$53.22 - $53.72 $61,203 - $61,778
1,150 Added 4.99%
24,210 $1.3 Million
Q4 2018

Mar 19, 2019
BUY
N/A
2,860 Added 14.16%
23,060 $1.18 Million
Q3 2018

Mar 19, 2019
BUY
N/A
2,000 Added 10.99%
20,200 $1.02 Million
Q2 2017

Mar 19, 2019
BUY
N/A
10,100 Added 124.69%
18,200 $934,000
Q4 2016

May 15, 2019
BUY
N/A
8,100
8,100 $407,000

Others Institutions Holding VTEB

# of Institutions
1,379
Shares Held
606M
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
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