Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Values Added Financial LLC

$173 Billion
Q4 2024

A detailed history of Values Added Financial LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Values Added Financial LLC holds 118,716 shares of VTEB stock, worth $5.98 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

118,716

Previous 128,572 7.67%

Holding current value

$5.98 Million

Previous $6.57 Billion 9.45%

% of portfolio

3.44%

Previous 4.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$49.79 - $51.14 $490,730 - $504,035	-9,856 Reduced 7.67%	118,716 $5.95 Billion
Q3 2024 Oct 28, 2024	BUY	$49.93 - $51.15 $1.5 Million - $1.53 Million	29,964 Added 30.39%	128,572 $6.57 Billion
Q2 2024 Jul 30, 2024	BUY	$49.55 - $50.44 $115,352 - $117,424	2,328 Added 2.42%	98,608 $4.94 Billion
Q1 2024 Apr 25, 2024	BUY	$50.36 - $51.06 $1.3 Million - $1.31 Million	25,737 Added 36.48%	96,280 $4.87 Billion
Q4 2023 Jan 18, 2024	BUY	$47.36 - $51.14 $2.38 Million - $2.57 Million	50,161 Added 246.1%	70,543 $3.6 Billion
Q3 2023 Oct 19, 2023	BUY	$48.03 - $50.5 $38,135 - $40,097	794 Added 4.05%	20,382 $980 Million
Q2 2023 Jul 24, 2023	BUY	$49.5 - $51.06 $969,606 - $1 Million	19,588 New	19,588 $984 Million

Others Institutions Holding VTEB

# of Institutions

1,294

Shares Held

546M

Call Options Held

22.3K

Put Options Held

83.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Values Added Financial LLC Vanguard Mun Bd Fds Tax Exempt Transaction History