Wolff Financial Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Wolff Financial Management LLC

$360 Million
Q4 2024

A detailed history of Wolff Financial Management LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Wolff Financial Management LLC holds 19,629 shares of VTEB stock, worth $983,805. This represents 0.27% of its overall portfolio holdings.

Number of Shares

19,629

Previous 19,926 1.49%

Holding current value

$983,805

Previous $1.02 Million 3.43%

% of portfolio

0.27%

Previous 0.28%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$49.79 - $51.14 $14,787 - $15,188	-297 Reduced 1.49%	19,629 $984,000
Q3 2024 Oct 24, 2024	BUY	$49.93 - $51.15 $994,905 - $1.02 Million	19,926 New	19,926 $1.02 Million
Q1 2024 Apr 24, 2024	BUY	$50.36 - $51.06 $2,870 - $2,910	57 Added 0.29%	19,751 $999,000
Q4 2023 Jan 25, 2024	BUY	$47.36 - $51.14 $5,304 - $5,727	112 Added 0.57%	19,694 $1.01 Million
Q3 2023 Oct 30, 2023	BUY	$48.03 - $50.5 $940,523 - $988,891	19,582 New	19,582 $942,000
Q1 2023 May 01, 2023	SELL	$49.32 - $51.02 $86,704 - $89,693	-1,758 Reduced 7.54%	21,560 $1.09 Million
Q4 2022 Feb 06, 2023	BUY	$47.5 - $50.06 $5,842 - $6,157	123 Added 0.53%	23,318 $1.15 Million
Q3 2022 Oct 31, 2022	SELL	$48.11 - $51.14 $327,869 - $348,519	-6,815 Reduced 22.71%	23,195 $1.12 Million
Q2 2022 Aug 05, 2022	BUY	$49.13 - $51.51 $18,865 - $19,779	384 Added 1.3%	30,010 $1.5 Million
Q1 2022 May 03, 2022	BUY	$51.44 - $54.88 $3,034 - $3,237	59 Added 0.2%	29,626 $1.53 Million
Q4 2021 Feb 08, 2022	BUY	$54.5 - $55.03 $1.61 Million - $1.63 Million	29,567 New	29,567 $1.62 Million
Q3 2021 Nov 12, 2021	SELL	$54.77 - $55.59 $1.48 Million - $1.51 Million	-27,102 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$54.36 - $55.51 $27,995 - $28,587	515 Added 1.94%	27,102 $1.48 Million
Q4 2020 Jan 21, 2021	BUY	$54.06 - $55.19 $6,108 - $6,236	113 Added 0.43%	26,587 $1.47 Million
Q3 2020 Oct 23, 2020	BUY	$54.07 - $55.05 $4,812 - $4,899	89 Added 0.34%	26,474 $1.44 Million
Q2 2020 Jul 21, 2020	BUY	$51.64 - $54.14 $134,212 - $140,709	2,599 Added 10.93%	26,385 $1.43 Million
Q1 2020 Apr 15, 2020	BUY	$45.81 - $55.19 $93,635 - $112,808	2,044 Added 9.4%	23,786 $1.26 Million
Q4 2019 Jan 23, 2020	BUY	$53.19 - $53.86 $5,212 - $5,278	98 Added 0.45%	21,742 $1.16 Million
Q3 2019 Oct 28, 2019	BUY	$53.22 - $53.72 $101,969 - $102,927	1,916 Added 9.71%	21,644 $1.16 Million
Q2 2019 Jul 24, 2019	BUY	N/A	12,440 Added 170.69%	19,728 $1.05 Million
Q1 2019 Apr 24, 2019	BUY	N/A	29 Added 0.4%	7,288 $380,000
Q4 2018 Feb 13, 2019	BUY	N/A	7,259 New	7,259 $371,000

Others Institutions Holding VTEB

# of Institutions

1,210

Shares Held

513M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Wolff Financial Management LLC Vanguard Mun Bd Fds Tax Exempt Transaction History