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

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 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 5,525 shares of VTEB stock, worth $276,194. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,525
Previous 5,396 2.39%
Holding current value
$276,194
Previous $268 Million 1.16%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$48.13 - $49.85 $6,208 - $6,430
129 Added 2.39%
5,525 $271 Million
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
1,331
Shares Held
564M
Call Options Held
124K
Put Options Held
62.8K
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 Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email