Trellis Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 8,126 shares of VTEB stock, worth $404,593. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,126
Previous 8,006 1.5%
Holding current value
$404,593
Previous $401 Million 3.54%
% of portfolio
0.21%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$49.93 - $51.15 $5,991 - $6,138
120 Added 1.5%
8,126 $415 Million
Q2 2024

Jul 30, 2024
BUY
$49.55 - $50.44 $396,697 - $403,822
8,006 New
8,006 $401 Million

Others Institutions Holding VTEB

# of Institutions
1,160
Shares Held
497M
Call Options Held
21.1K
Put Options Held
53.6K
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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