Certus Wealth Management, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Certus Wealth Management, LLC holds 19,182 shares of VTEB stock, worth $963,511. This represents 0.69% of its overall portfolio holdings.

Number of Shares
19,182
Previous 19,182 -0.0%
Holding current value
$963,511
Previous $961,000 1.98%
% of portfolio
0.69%
Previous 0.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$49.55 - $50.44 $359,881 - $366,345
7,263 Added 60.94%
19,182 $961,000
Q3 2023

Nov 02, 2023
BUY
$48.03 - $50.5 $572,469 - $601,909
11,919 New
11,919 $573,000

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

VTEB Quotes by TradingView
  • Ticker VTEB
  • Sector ETFs
  • Industry ETFs
More about VTEB
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC 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 Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email