A detailed history of Provence Wealth Management Group transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Provence Wealth Management Group holds 6,767 shares of VTEB stock, worth $340,312. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,767
Previous 12,472 45.74%
Holding current value
$340,312
Previous $599,000 42.4%
% of portfolio
0.19%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$47.36 - $51.14 $270,188 - $291,753
-5,705 Reduced 45.74%
6,767 $345,000
Q3 2023

Nov 13, 2023

BUY
$48.03 - $50.5 $212,436 - $223,361
4,423 Added 54.95%
12,472 $599,000
Q2 2023

Jul 24, 2023

BUY
$49.5 - $51.06 $40,738 - $42,022
823 Added 11.39%
8,049 $404,000
Q1 2023

Apr 26, 2023

BUY
$49.32 - $51.02 $356,386 - $368,670
7,226 New
7,226 $366,000

Others Institutions Holding VTEB

About VANGUARD MUN BD FDS TAX-EXEMPT


  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Provence Wealth Management Group Portfolio

Follow Provence Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Provence Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Provence Wealth Management Group with notifications on news.