Waldron Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Waldron Private Wealth LLC

$2.5 Billion
Q4 2025

A detailed history of Waldron Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Waldron Private Wealth LLC holds 724,138 shares of VTEB stock, worth $36.4 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

724,138

Previous 735,091 1.49%

Holding current value

$36.4 Million

Previous $36.8 Million 1.1%

% of portfolio

1.45%

Previous 1.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$49.98 - $50.59 $547,430 - $554,112	-10,953 Reduced 1.49%	724,138 $36.4 Million
Q3 2025 Oct 29, 2025	SELL	$48.5 - $50.19 $6.02 Million - $6.23 Million	-124,114 Reduced 14.45%	735,091 $36.8 Million
Q2 2025 Jul 31, 2025	SELL	$48.13 - $49.85 $5.48 Million - $5.67 Million	-113,778 Reduced 11.69%	859,205 $42.1 Million
Q1 2025 May 08, 2025	SELL	$49.25 - $50.66 $9.93 Million - $10.2 Million	-201,676 Reduced 17.17%	972,983 $48.3 Million
Q4 2024 Jan 23, 2025	BUY	$49.79 - $51.14 $678,040 - $696,424	13,618 Added 1.17%	1,174,659 $58.9 Million

Q3 2024 Oct 21, 2024	BUY	$49.93 - $51.15 $245,705 - $251,709	4,921 Added 0.43%	1,161,041 $59.4 Million
Q2 2024 Jul 31, 2024	SELL	$49.55 - $50.44 $1.3 Million - $1.33 Million	-26,321 Reduced 2.23%	1,156,120 $57.9 Million
Q1 2024 May 09, 2024	SELL	$50.36 - $51.06 $1.89 Million - $1.92 Million	-37,596 Reduced 3.08%	1,182,441 $59.8 Million
Q4 2023 Aug 29, 2024	SELL	$47.36 - $51.14 $6.59 Million - $7.12 Million	-139,164 Reduced 10.24%	1,220,037 $62.3 Million
Q4 2023 Jan 30, 2024	SELL	$47.36 - $51.14 $6.59 Million - $7.12 Million	-139,164 Reduced 10.24%	1,220,037 $62.3 Million
Q3 2023 Aug 29, 2024	SELL	$48.03 - $50.5 $312,098 - $328,149	-6,498 Reduced 0.48%	1,359,201 $65.4 Million
Q3 2023 Oct 26, 2023	SELL	$48.03 - $50.5 $312,098 - $328,149	-6,498 Reduced 0.48%	1,359,201 $65.4 Million
Q2 2023 Aug 29, 2024	SELL	$49.5 - $51.06 $2.54 Million - $2.62 Million	-51,281 Reduced 3.62%	1,365,699 $68.6 Million
Q2 2023 Aug 07, 2023	SELL	$49.5 - $51.06 $2.54 Million - $2.62 Million	-51,281 Reduced 3.62%	1,365,699 $68.6 Million
Q1 2023 Aug 29, 2024	BUY	$49.32 - $51.02 $12.9 Million - $13.3 Million	260,860 Added 22.56%	1,416,980 $71.8 Million
Q1 2023 May 02, 2023	BUY	$49.32 - $51.02 $34.6 Million - $35.8 Million	701,231 Added 97.97%	1,416,980 $71.8 Million
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $26.7 Million - $28.4 Million	-554,738 Reduced 43.66%	715,749 $34.5 Million
Q2 2022 Aug 03, 2022	BUY	$49.13 - $51.51 $62.4 Million - $65.4 Million	1,270,487 New	1,270,487 $63.4 Million

Others Institutions Holding VTEB

# of Institutions

1,379

Shares Held

605M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Waldron Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History