Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Watershed Private Wealth LLC

$256 Billion
Q4 2024

A detailed history of Watershed Private Wealth LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Watershed Private Wealth LLC holds 61,237 shares of VTEB stock, worth $3.08 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

61,237

Previous 70,816 13.53%

Holding current value

$3.08 Million

Previous $3.62 Billion 15.2%

% of portfolio

1.2%

Previous 1.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$49.79 - $51.14 $476,938 - $489,870	-9,579 Reduced 13.53%	61,237 $3.07 Billion
Q3 2024 Oct 15, 2024	BUY	$49.93 - $51.15 $378,319 - $387,563	7,577 Added 11.98%	70,816 $3.62 Billion
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $891,404 - $907,415	17,990 Added 39.76%	63,239 $3.17 Billion
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $1.18 Million - $1.19 Million	23,402 Added 107.12%	45,249 $2.29 Billion
Q3 2023 Oct 19, 2023	BUY	$48.03 - $50.5 $6,964 - $7,322	145 Added 0.67%	21,847 $1.05 Billion
Q2 2023 Jul 13, 2023	BUY	$49.5 - $51.06 $1.07 Million - $1.11 Million	21,702 New	21,702 $1.09 Billion

Others Institutions Holding VTEB

# of Institutions

1,238

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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Watershed Private Wealth LLC Vanguard Mun Bd Fds Tax Exempt Transaction History