Source Financial Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Source Financial Advisors LLC holds 101,249 shares of VTEB stock, worth $5.02 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
101,249
Previous 99,016 2.26%
Holding current value
$5.02 Million
Previous $4.96 Million 4.31%
% of portfolio
1.53%
Previous 1.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$49.93 - $51.15 $111,493 - $114,217
2,233 Added 2.26%
101,249 $5.18 Million
Q2 2024

Jul 17, 2024
SELL
$49.55 - $50.44 $8.18 Million - $8.33 Million
-165,139 Reduced 62.52%
99,016 $4.96 Million
Q1 2024

May 01, 2024
BUY
$50.36 - $51.06 $218,159 - $221,191
4,332 Added 1.67%
264,155 $13.4 Million
Q4 2023

Jan 11, 2024
BUY
$47.36 - $51.14 $522,428 - $564,125
11,031 Added 4.43%
259,823 $13.3 Million
Q3 2023

Oct 26, 2023
BUY
$48.03 - $50.5 $1.82 Million - $1.91 Million
37,919 Added 17.98%
248,792 $12 Million
Q2 2023

Jul 24, 2023
BUY
$49.5 - $51.06 $286,159 - $295,177
5,781 Added 2.82%
210,873 $10.6 Million
Q1 2023

Apr 20, 2023
BUY
$49.32 - $51.02 $3.26 Million - $3.37 Million
66,103 Added 47.56%
205,092 $10.4 Million
Q4 2022

Jan 31, 2023
BUY
$47.5 - $50.06 $83,362 - $87,855
1,755 Added 1.28%
138,989 $6.88 Million
Q3 2022

Nov 14, 2022
SELL
$48.11 - $51.14 $1.9 Million - $2.02 Million
-39,554 Reduced 22.37%
137,234 $6.61 Million
Q2 2022

Aug 15, 2022
BUY
$49.13 - $51.51 $8.69 Million - $9.11 Million
176,788 New
176,788 $8.83 Million

Others Institutions Holding VTEB

# of Institutions
1,303
Shares Held
530M
Call Options Held
22.3K
Put Options Held
83.8K
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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