Whalen Wealth Management Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 5,396 shares of VTEB stock, worth $263,918. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,396
Previous 4,945 9.12%
Holding current value
$263,918
Previous $248 Million 8.02%
% of portfolio
0.18%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$49.25 - $50.66 $22,211 - $22,847
451 Added 9.12%
5,396 $268 Million
Q4 2024

Jan 17, 2025
BUY
$49.79 - $51.14 $246,211 - $252,887
4,945 New
4,945 $248 Million

Others Institutions Holding VTEB

# of Institutions
1,328
Shares Held
563M
Call Options Held
17K
Put Options Held
599K
View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
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