Schwallier Wealth Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 16,464 shares of VTEB stock, worth $827,645. This represents 0.51% of its overall portfolio holdings.

Number of Shares
16,464
Previous 10,565 55.84%
Holding current value
$827,645
Previous $518 Million 59.15%
% of portfolio
0.51%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$48.5 - $50.19 $286,101 - $296,070
5,899 Added 55.84%
16,464 $824 Million
Q2 2025

Aug 14, 2025
BUY
$48.13 - $49.85 $190,498 - $197,306
3,958 Added 59.91%
10,565 $518 Million
Q1 2025

Aug 14, 2025
BUY
$49.25 - $50.66 $325,394 - $334,710
6,607 New
6,607 $328 Million

Others Institutions Holding VTEB

# of Institutions
1,374
Shares Held
602M
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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