Truepoint, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Truepoint, Inc.

$3.66 Billion
Q4 2024

A detailed history of Truepoint, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Truepoint, Inc. holds 4,114 shares of VTEB stock, worth $207,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,114

Holding current value

$207,181

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$49.79 - $51.14 $204,836 - $210,389	4,114 New	4,114 $206,000
Q2 2023 Aug 08, 2023	SELL	$49.5 - $51.06 $28,215 - $29,104	-570 Reduced 1.77%	31,620 $1.59 Million
Q1 2023 May 08, 2023	SELL	$49.32 - $51.02 $79,651 - $82,397	-1,615 Reduced 4.78%	32,190 $1.63 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $1.61 Million - $1.69 Million	33,805 New	33,805 $1.67 Million

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

Jpmorgan Chase & CO New York, NY

78.7M
Shares

$3.96 Billion
0.32% of portfolio
Northwestern Mutual Wealth Management CO

33.6M
Shares

$1.69 Billion
1.43% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

32.7M
Shares

$1.65 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

25.1M
Shares

$1.27 Billion
1.23% of portfolio
Raymond James Financial Inc St. Petersburg, FL

20.8M
Shares

$1.05 Billion
0.39% of portfolio

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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