Shore Haven Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 19,541 shares of VTEB stock, worth $984,084. This represents 0.48% of its overall portfolio holdings.

Number of Shares

19,541

Previous 18,600 5.06%

Holding current value

$984,084

Previous $950,000 3.05%

% of portfolio

0.48%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$49.79 - $51.14 $46,852 - $48,122	941 Added 5.06%	19,541 $979,000
Q3 2024 Oct 24, 2024	SELL	$49.93 - $51.15 $248,301 - $254,368	-4,973 Reduced 21.1%	18,600 $950,000
Q2 2024 Jul 24, 2024	SELL	$49.55 - $50.44 $15,509 - $15,787	-313 Reduced 1.31%	23,573 $1.18 Million
Q1 2024 May 02, 2024	SELL	$50.36 - $51.06 $19,388 - $19,658	-385 Reduced 1.59%	23,886 $1.21 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $47,549 - $51,344	1,004 Added 4.32%	24,271 $1.24 Million
Q3 2023 Oct 24, 2023	SELL	$48.03 - $50.5 $1.41 Million - $1.48 Million	-29,374 Reduced 55.8%	23,267 $1.12 Million
Q2 2023 Jul 19, 2023	BUY	$49.5 - $51.06 $812,394 - $837,996	16,412 Added 45.3%	52,641 $2.64 Million
Q1 2023 Apr 14, 2023	SELL	$49.32 - $51.02 $242,309 - $250,661	-4,913 Reduced 11.94%	36,229 $1.84 Million
Q4 2022 Jan 24, 2023	BUY	$47.5 - $50.06 $1.95 Million - $2.06 Million	41,142 New	41,142 $0

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History