Wealthspire Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 704,877 shares of VTEB stock, worth $35.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

704,877

Previous 747,600 5.71%

Holding current value

$35.5 Million

Previous $38.2 Million 7.54%

% of portfolio

0.36%

Previous 0.39%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$49.79 - $51.14 $2.13 Million - $2.18 Million	-42,723 Reduced 5.71%	704,877 $35.3 Million
Q3 2024 Nov 13, 2024	BUY	$49.93 - $51.15 $5.48 Million - $5.62 Million	109,850 Added 17.22%	747,600 $38.2 Million
Q2 2024 Aug 08, 2024	BUY	$49.55 - $50.44 $2.96 Million - $3.02 Million	59,783 Added 10.34%	637,750 $32 Million
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $1.4 Million - $1.42 Million	-27,850 Reduced 4.6%	577,967 $29.2 Million
Q4 2023 Feb 06, 2024	BUY	$47.36 - $51.14 $2.61 Million - $2.82 Million	55,157 Added 10.02%	605,817 $30.9 Million
Q3 2023 Nov 06, 2023	BUY	$48.03 - $50.5 $478,811 - $503,434	9,969 Added 1.84%	550,660 $26.5 Million
Q2 2023 Jul 31, 2023	BUY	$49.5 - $51.06 $350,608 - $361,657	7,083 Added 1.33%	540,691 $27.2 Million
Q1 2023 May 09, 2023	SELL	$49.32 - $51.02 $1.44 Million - $1.49 Million	-29,164 Reduced 5.18%	533,608 $27 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $1.17 Million - $1.23 Million	24,655 Added 4.58%	562,772 $27.9 Million
Q3 2022 Nov 14, 2022	SELL	$48.11 - $51.14 $4.02 Million - $4.27 Million	-83,539 Reduced 13.44%	538,117 $25.9 Million
Q2 2022 Aug 09, 2022	BUY	$49.13 - $51.51 $21.9 Million - $23 Million	446,762 Added 255.45%	621,656 $31 Million
Q1 2022 May 09, 2022	BUY	$51.44 - $54.88 $624,738 - $666,517	12,145 Added 7.46%	174,894 $9.02 Million
Q4 2021 Feb 14, 2022	BUY	$54.5 - $55.03 $41,093 - $41,492	754 Added 0.47%	162,749 $8.94 Million
Q3 2021 Nov 15, 2021	SELL	$54.77 - $55.59 $13,418 - $13,619	-245 Reduced 0.15%	161,995 $8.87 Million
Q2 2021 Aug 13, 2021	BUY	$54.58 - $55.46 $31,001 - $31,501	568 Added 0.35%	162,240 $8.97 Million
Q1 2021 May 17, 2021	BUY	$54.36 - $55.51 $68,711 - $70,164	1,264 Added 0.79%	161,672 $8.83 Million
Q4 2020 Feb 16, 2021	BUY	$54.06 - $55.19 $6.61 Million - $6.75 Million	122,220 Added 320.05%	160,408 $8.85 Million
Q3 2020 Nov 16, 2020	SELL	$54.07 - $55.05 $72,994 - $74,317	-1,350 Reduced 3.41%	38,188 $2.08 Million
Q2 2020 Aug 14, 2020	SELL	$51.64 - $54.14 $732,719 - $768,192	-14,189 Reduced 26.41%	39,538 $2.14 Million
Q1 2020 May 12, 2020	BUY	$45.81 - $55.19 $756,872 - $911,849	16,522 Added 44.41%	53,727 $2.84 Million
Q4 2019 Feb 14, 2020	SELL	$53.19 - $53.86 $257,652 - $260,897	-4,844 Reduced 11.52%	37,205 $1.99 Million
Q3 2019 Nov 12, 2019	SELL	$53.22 - $53.72 $41,884 - $42,277	-787 Reduced 1.84%	42,049 $2.26 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-6,394 Reduced 12.99%	42,836 $2.27 Million
Q1 2019 May 08, 2019	SELL	N/A	-9,162 Reduced 15.69%	49,230 $2.57 Million
Q4 2018 Feb 14, 2019	BUY	N/A	58,392 New	58,392 $2.98 Million

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

More about VTEB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History