Stone Point Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Stone Point Wealth LLC

$294 Million
Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Stone Point Wealth LLC holds 34,650 shares of VTEB stock, worth $1.74 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

34,650

Previous 37,750 8.21%

Holding current value

$1.74 Million

Previous $1.93 Million 9.95%

% of portfolio

0.59%

Previous 0.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$49.79 - $51.14 $154,349 - $158,534	-3,100 Reduced 8.21%	34,650 $1.74 Million
Q3 2024 Oct 31, 2024	SELL	$49.93 - $51.15 $998 - $1,023	-20 Reduced 0.05%	37,750 $1.93 Million
Q2 2024 Jul 30, 2024	SELL	$49.55 - $50.44 $4,459 - $4,539	-90 Reduced 0.24%	37,770 $1.89 Million
Q1 2024 May 01, 2024	BUY	$50.36 - $51.06 $376,189 - $381,418	7,470 Added 24.58%	37,860 $1.92 Million
Q4 2023 Jan 26, 2024	BUY	$47.36 - $51.14 $34,241 - $36,974	723 Added 2.44%	30,390 $1.55 Million
Q3 2023 Oct 25, 2023	SELL	$48.03 - $50.5 $203,983 - $214,473	-4,247 Reduced 12.52%	29,667 $1.43 Million
Q2 2023 Jul 25, 2023	BUY	$49.5 - $51.06 $219,136 - $226,042	4,427 Added 15.01%	33,914 $1.7 Million
Q1 2023 Apr 20, 2023	BUY	$49.32 - $51.02 $151,215 - $156,427	3,066 Added 11.6%	29,487 $1.49 Million
Q4 2022 Jan 20, 2023	BUY	$47.5 - $50.06 $537,747 - $566,729	11,321 Added 74.97%	26,421 $0
Q3 2022 Nov 03, 2022	SELL	$48.11 - $51.14 $212,646 - $226,038	-4,420 Reduced 22.64%	15,100 $727,000
Q2 2022 Jul 19, 2022	BUY	$49.13 - $51.51 $609,850 - $639,393	12,413 Added 174.66%	19,520 $975,000
Q1 2022 Apr 29, 2022	SELL	$51.44 - $54.88 $259,154 - $276,485	-5,038 Reduced 41.48%	7,107 $367,000
Q4 2021 Feb 10, 2022	BUY	$54.5 - $55.03 $661,902 - $668,339	12,145 New	12,145 $665,000

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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Stone Point Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History