Wetherby Asset Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Wetherby Asset Management Inc

$2.38 Billion
Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wetherby Asset Management Inc holds 12,182 shares of VTEB stock, worth $612,389. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,182

Previous 11,080 9.95%

Holding current value

$612,389

Previous $543,000 12.15%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$48.5 - $50.19 $53,447 - $55,309	1,102 Added 9.95%	12,182 $609,000
Q2 2025 Aug 14, 2025	BUY	$48.13 - $49.85 $14,390 - $14,905	299 Added 2.77%	11,080 $543,000
Q4 2024 Feb 14, 2025	BUY	$49.79 - $51.14 $179,841 - $184,717	3,612 Added 50.38%	10,781 $540,000
Q3 2024 Nov 14, 2024	BUY	$49.93 - $51.15 $649 - $664	13 Added 0.18%	7,169 $366,000
Q2 2024 Aug 14, 2024	SELL	$49.55 - $50.44 $24,229 - $24,665	-489 Reduced 6.4%	7,156 $358,000

Q1 2024 May 15, 2024	SELL	$50.36 - $51.06 $377,649 - $382,898	-7,499 Reduced 49.52%	7,645 $386,000
Q4 2023 Feb 14, 2024	BUY	$47.36 - $51.14 $274,735 - $296,663	5,801 Added 62.09%	15,144 $773,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $448,744 - $471,821	9,343 New	9,343 $449,000

Others Institutions Holding VTEB

# of Institutions

1,374

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Wetherby Asset Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History