Wealthsource Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthsource Partners, LLC holds 108,098 shares of VTEB stock, worth $5.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
108,098
Previous 54,957 96.7%
Holding current value
$5.4 Million
Previous $2.64 Million 108.78%
% of portfolio
0.36%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$47.36 - $51.14 $2.52 Million - $2.72 Million
53,141 Added 96.7%
108,098 $5.52 Million
Q3 2023

Nov 09, 2023
BUY
$48.03 - $50.5 $2.64 Million - $2.78 Million
54,957 New
54,957 $2.64 Million

Others Institutions Holding VTEB

# of Institutions
1,176
Shares Held
510M
Call Options Held
39.6K
Put Options Held
85.7K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email