Shared Vision Wealth Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Shared Vision Wealth Group LLC

$187 Billion
Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 61,736 shares of VTEB stock, worth $3.09 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

61,736

Previous 64,578 4.4%

Holding current value

$3.09 Million

Previous $3.24 Billion 2.47%

% of portfolio

1.69%

Previous 1.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$49.93 - $51.15 $141,901 - $145,368	-2,842 Reduced 4.4%	61,736 $3.16 Billion
Q2 2024 Jul 23, 2024	BUY	$49.55 - $50.44 $81,460 - $82,923	1,644 Added 2.61%	64,578 $3.24 Billion
Q1 2024 May 06, 2024	SELL	$50.36 - $51.06 $6,395 - $6,484	-127 Reduced 0.2%	62,934 $3.18 Billion
Q4 2023 Feb 07, 2024	BUY	$47.36 - $51.14 $2.99 Million - $3.22 Million	63,061 New	63,061 $3.22 Billion

Others Institutions Holding VTEB

# of Institutions

1,176

Shares Held

510M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Vanguard Mun Bd Fds Tax Exempt Transaction History