Roth Financial Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Roth Financial Partners LLC

$295 Million
Q3 2025

A detailed history of Roth Financial Partners LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Roth Financial Partners LLC holds 240,874 shares of VTEB stock, worth $12.1 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares

240,874

Previous 255,174 5.6%

Holding current value

$12.1 Million

Previous $12.5 Million 3.6%

% of portfolio

4.09%

Previous 4.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$48.5 - $50.19 $693,550 - $717,717	-14,300 Reduced 5.6%	240,874 $12.1 Million
Q2 2025 Jul 09, 2025	SELL	$48.13 - $49.85 $1.08 Million - $1.12 Million	-22,510 Reduced 8.11%	255,174 $12.5 Million
Q1 2025 Apr 18, 2025	BUY	$49.25 - $50.66 $23,492 - $24,164	477 Added 0.17%	277,684 $13.8 Million
Q4 2024 Jan 14, 2025	BUY	$49.79 - $51.14 $576,518 - $592,150	11,579 Added 4.36%	277,207 $13.9 Million
Q3 2024 Jan 14, 2025	SELL	$49.93 - $51.15 $144,497 - $148,028	-2,894 Reduced 1.04%	274,313 $14 Million

Q2 2024 Jul 03, 2024	BUY	$49.55 - $50.44 $1.11 Million - $1.13 Million	22,369 Added 9.2%	265,628 $13.3 Million
Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $1.33 Million - $1.35 Million	26,415 Added 12.18%	243,259 $12.3 Million
Q4 2023 Jan 31, 2024	BUY	$47.36 - $51.14 $9.88 Million - $10.7 Million	208,654 Added 2547.67%	216,844 $11.1 Million
Q3 2023 Oct 10, 2023	BUY	$48.03 - $50.5 $393,365 - $413,595	8,190 New	8,190 $393,000

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

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Roth Financial Partners LLC Vanguard Mun Bd Fds Tax Exempt Transaction History