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

Certus Wealth Management, LLC

  • $144 Million
  • Q4 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 12,290 shares of VTEB stock, worth $616,835. This represents 0.43% of its overall portfolio holdings.

Number of Shares
12,290
Previous 19,182 35.93%
Holding current value
$616,835
Previous $980,000 37.14%
% of portfolio
0.43%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$49.79 - $51.14 $343,152 - $352,456
-6,892 Reduced 35.93%
12,290 $616,000
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
1,286
Shares Held
542M
Call Options Held
34.6K
Put Options Held
62.2K
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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